Christopher Tomaskovic
CRD Number: 5091325Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Christopher Tomaskovic (CRD# 5091325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 18 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Poughkeepsie, NY | Nov 2022 - Current | 1 |
| Infinex Investments, Inc. | Meriden, CT | Jan 2017 - Oct 2022 | 5 |
| Rhinebeck Bank | Wappingers Falls, NY | Jan 2017 - Oct 2022 | 5 |
| Wells Fargo Clearing Services, LLC | Carmel, NY | Nov 2016 - Jan 2017 | < 1 |
| Wells Fargo Bank Na | Carmel, NY | Nov 2014 - Jan 2017 | 2 |
| Wells Fargo Advisors, LLC | Carmel, NY | Nov 2014 - Nov 2016 | 2 |
| Lpl Financial | Mt Kisco, NY | Mar 2014 - Nov 2014 | < 1 |
| First Niagara Bank | Kisco, NY | Mar 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2006 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- CT
- NY
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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