Chris Momirov, financial advisor Jacksonville FL
88 score

Chris Momirov

CRD Number: 5569955
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chris Momirov (CRD# 5569955) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jun 2014 - Current 2
Bank Of America Tampa, FL Jul 2012 - Jun 2014 1
Bank Of America Tarpon Springs, FL May 2010 - Jul 2012 2
Office Depot New Tampa, FL Jan 2010 - May 2010 < 1
Hh Gregg Brooksville, FL Oct 2009 - Dec 2009 < 1
Waddell & Reed, Inc. Palm Harbor, FL Jul 2008 - Oct 2009 1
Unemployed Tampa, FL May 2008 - Jul 2008 < 1
Marketsource Tampa, FL Nov 2007 - May 2008 < 1
Circuit City Brooksville, FL Jun 2007 - Nov 2007 < 1
Makapaka Novelties Homosassa, FL Aug 2006 - Jun 2007 < 1
Publix Springhill, FL Feb 2006 - Aug 2006 < 1
Unemployed Spring Hill, FL Jun 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Chris A. Momirov
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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