Christie L Nitzel

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

• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 07/2022 → 12/2023
  Tuloso-Midway Isd
  Corpus Christi, TX
• 07/2018 → 05/2022
  Mathis Isd
  Corpus Christi, TX
• 08/2015 → 05/2018
  Tuloso-Midway Isd
  Corpus Christi, TX

Other Businesses

Name of the other businessVolunTexas Volunteer Program Whether the business is investment-relatedNO Address of the other businessCORPUS CHRISTI, TX Nature of the other businessCHARITY Your positionSECRETARY OF BOARD Title, or relationship with the other businessSECRETARY Start date of your relationship01/08/2024 Approximate number of hours/month you devote to the other business2 HRS/MONTH Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessATTEND BOARD MEETINGS, HELP MAKE DECISIONS WITH OTHER MEMBERS, HELP REPRESENT VOLUNTEXAS AT EVENTS DURING MY PERSONAL TIME

Exams

• S66 Uniform Combined State Law Examination
  2025-12-27

Other Names

• Christie Lynn Foster