Christian A Chavira

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2018 → 11/2019
  Charles Schwab & Co., Inc.
  Austin, TX
• 07/2017 → 02/2018
  First Convenience Bank
  El Paso, TX
• 05/2017 → 08/2017
  Cafe Grille
  El Paso, TX
• 07/2016 → 04/2017
  Unemployed
  El Paso, TX
• 12/2019 → 12/2020
  Jp Morgan Chase Bank
  Austin, TX
• 12/2019 → 12/2020
  Jp Morgan Securities Llc
  Austin, TX
• 08/2019 → Present
  Finance To Freedom, Llc
  Austin, TX
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
• 10/2021 → 11/2021
  Workrise
  Krum, TX
• 08/2016 → 12/2017
  University Of Texas At El Paso
  El Paso, TX
• 01/2023 → Present
  Bank Of America, N.A.
  El Paso, TX

Previous Registrations

• 2020-01-23 → 2020-12-21
  J.P. Morgan Securities Llc
  Austin, TX
• 2018-12-06 → 2019-12-11
  Charles Schwab & Co., Inc.
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-12-06

Other Names

• Christian Aaron Chavira
• Christian Chavira