Christopher Dailey, financial advisor Hermitage TN

Christopher Dailey

CRD Number: 7510922
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Christopher Dailey (CRD# 7510922) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hermitage, TN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood, TN Dec 2021 - Current 2
Bank Of America, N.a. Brentwood, TN Dec 2021 - Current 2
Capstar Bank Nashville, TN Oct 2021 - Dec 2021 < 1
Bank Of America Bellevue, WA Feb 2018 - Sep 2021 3
Gemtech LLC Kent, WA Apr 2017 - Feb 2018 < 1
Crating Specialties Kent, WA May 2015 - Apr 2017 1
Sports Authority Bellevue, WA Feb 2015 - Aug 2015 < 1
Toyota Of Bellevue Bellevue, WA Jun 2014 - Jul 2015 1
Service First Professionals Bellevue, WA Jun 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2022
Contact Info for Christopher J. Dailey
Phone Number: 800-637-7455
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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