Christine Lee Dobis

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

• 12/2022 → 09/2024
  Bny Mellon
  Pittsburgh, PA
• 01/2023 → 09/2024
  Bny Mellon Securities Corporation
  Pittsburgh, PA
• 12/2017 → 11/2022
  S&T Bank
  Pittsburgh, PA
• 01/2009 → 11/2016
  First National Bank
  Pittsburgh, PA
• 11/2016 → 12/2017
  Christie Lee Photography
  Pittsburgh, PA
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA

Other Businesses

I*: 2029341Entity Type: Entity For ProfitName of OBA: Connexus advisors llcAddress: Canonsburg, PA 15317Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 10/01/2024Number of Hours: 0Number of Hours during trading: 0Duties: Sales consulting (not financial advisory). I have no active role in the organization. I do receive income as 49% owner.I*: 2029342Entity Type: Entity For ProfitName of OBA: BCAP Family Investments, LLCAddress: Canonsburg, PA 15317Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 10/01/2024Number of Hours: 0Number of Hours during trading: 0Duties: Holding company for private investment (safety supply company is currently the single entity held by BCAP) I*4568276 Entity Type: Name of OBA: Canon McMillan Cheerleading Address: Canonsburg, Pennsylvania, 15317 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/19/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: Oversight, communication and organization for school cheerleading squad Organize team activities, assist with team related communication, act as a liaison between coaches and parents

Exams

• S66 Uniform Combined State Law Examination
  2024-12-05

Other Names

• Christine Clingan
• Christine Olsavsky
• Christie Dobis
• Christine Dobis