Christopher BelsjoeCRD Number: 6476846
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Christopher Belsjoe (CRD# 6476846) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 6 years of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Bank Of America, N.a.||San Antonio, TX||Mar 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Antonio, TX||Feb 2021 - Current||< 1|
|Usaa Investment Management Company||San Antonio, TX||Jan 2018 - Feb 2021||3|
|Usaa Financial Advisors Inc.||San Antonio, TX||Feb 2017 - Feb 2021||4|
|Usaa Financial Planning Services||San Antonio, TX||Feb 2017 - Feb 2021||4|
|Citibank||San Antonio, TX||Oct 2014 - Feb 2017||2|
|Unemployed||San Antonio, TX||May 2014 - Sep 2014||< 1|
|Ming Tree||San Antonio, TX||Apr 2008 - Apr 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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