Cristalle Vivona, financial advisor Louisville KY

Cristalle Vivona

CRD Number: 6328241
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cristalle Vivona (CRD# 6328241) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Louisville, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Louisville, KY Sep 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville, KY Aug 2019 - Current 2
Independent Contractor For Kentuckyone Health/ Chi Saint Joseph Louisville, KY Dec 2016 - Aug 2019 2
Unemployed Louisville, KY Aug 2016 - Dec 2016 < 1
Private Client Services Louisville, KY Jun 2016 - Aug 2016 < 1
Unemployed Louisville, KY Feb 2016 - Jun 2016 < 1
Northwestern Mutual Louisville, KY Apr 2014 - Feb 2016 1
Unemployed Louisville, KY Nov 2013 - Apr 2014 < 1
Gibson & Sharps Louisville, KY Apr 2013 - Nov 2013 < 1
Rawlings & Associates Lagrange, KY Aug 2011 - Apr 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Cristalle D. Vivona
Phone Number: 800-637-7455
Firm Website: http://www.pbig.ml.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 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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