Christopher Herling
CRD Number: 7205583Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Christopher Herling (CRD# 7205583) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 3 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston, FL | Dec 2019 - Current | 4 |
| Florida International University | Miami, FL | Aug 2013 - Dec 2019 | 6 |
| Brio Tuscan Grille | Pembroke Pines, FL | Aug 2015 - Sep 2019 | 4 |
| Applebees Neighborhood Bar & Grill | Hialeah, FL | Feb 2011 - Aug 2016 | 5 |
| Texas Road House | Miramar, FL | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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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