Christopher Adair, financial advisor Jacksonville FL

Christopher Adair

CRD Number: 6562089
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Christopher Adair (CRD# 6562089) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL Sep 2019 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Sep 2015 - Current 5
United States Marine Corpse(reserve) Jacksonville, FL Jul 2012 - Current 8
Cracker Barrel Jacksonville, FL Oct 2013 - Oct 2016 3
Racetrac Jacksonville/ormond, FL Dec 2010 - Feb 2015 4
Target Port Orange, FL May 2013 - Aug 2013 < 1
Jamesonn Inn Ormond, FL Jun 2011 - Jan 2012 < 1
Mcdonalds Ormond, FL Jul 2010 - Jan 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Christopher J. Adair
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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