Christopher Joseph Ledell

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

• 07/2010 → 08/2021
  Blackrock Investments, Llc
  Plainsboro, NJ
• 08/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Folsom, CA
• 09/2021 → Present
  Bank Of America, N.A.
  Folsom, CA

Previous Registrations

• 2010-12-20 → 2021-08-16
  Blackrock Investment Management, Llc
  Princeton, NJ
  Princeton, NJ
  San Francisco, CA
  Chicago, IL
  Princeton, NJ
  Los Angeles, CA
• 2007-10-23 → 2009-02-09
  Lincoln Financial Distributors, Inc.
  Radnor, PA
  Hartland, WI
  Altadena, CA
  Radnor, PA
• 2007-02-16 → 2007-10-05
  Magis Financial Partners
  Elverson, PA

Other Businesses

LEDDY LLC (SCOTTSDALE, ARIZONA). I'M USING THE LLC TO HOLD MY RENTAL PROPERTY UNDER. 1 HOUR PER MONTH DEVOTED TO LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-16
• S63 Uniform Securities Agent State Law Examination
  1999-06-23