Christopher GradyCRD Number: 5678108
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Christopher Grady (CRD# 5678108) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Bank Of America, N.a.||Charlotte, NC||Jan 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Charlotte, NC||Dec 2018 - Current||4|
|Search Solution Group||Charlotte, NC||Aug 2018 - Nov 2018||< 1|
|Unemployed||Charlotte, NC||May 2018 - Jul 2018||< 1|
|Wells Fargo||Charlotte, NC||Apr 2018 - May 2018||< 1|
|Us Army||Destin, FL||Nov 2012 - Apr 2018||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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