Christy Stina
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
18 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to now
- Merit Financial AdvisorsOct 2024 to Mar 2025
- Purshe Kaplan Sterling InvestmentsOct 2024 to Mar 2025
- UBS Financial Services Inc.May 2022 to Oct 2024
- Morgan StanleyApr 2017 to May 2022
- UBS Financial Services Inc.May 2008 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2552813
- Firm CRD
- 7691