Christopher McCawleyCRD Number: 4476085
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Christopher McCawley (CRD# 4476085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 16 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dallas, TX||Nov 2010 - Current||7|
|Bank Of America, Bana||Dallas, TX||Mar 2010 - Current||8|
|Banc Of America Securities LLC||Dallas, TX||Mar 2010 - Nov 2010||< 1|
|Unemployed||Richboro, PA||Sep 2007 - Nov 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||Jul 2010|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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