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Christopher Spitaletto

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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

11 years in the industry.

  1. Bank of America, N.A.Dec 2024 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
  3. Weichert Referral Associates Co, Inc.Apr 2022 to now
  4. Raceway KiaAug 2024 to Sep 2024
  5. Hungry MarketplaceMay 2024 to Aug 2024
  6. Allstate Insurance CoJan 2024 to Sep 2024
  7. Compass ReJan 2024 to May 2024
  8. NrgAug 2023 to Feb 2024
  9. Massmutual Greater PhiladelphiaMay 2023 to Jan 2024
  10. Keller WilliamsJan 2023 to Feb 2023
  11. The Vanguard Group, Inc.Apr 2022 to Feb 2023
  12. Compass-reFeb 2022 to Jan 2023
  13. Adt SecuritySep 2021 to Mar 2022
  14. New Century Real EstateSep 2021 to Feb 2022
  15. AcnJan 2021 to Apr 2022
  16. Momentum SolarJan 2021 to Mar 2021
  17. Weichert Properties - SohoNov 2020 to Jun 2024
  18. Weichert RealtorsSep 2020 to Mar 2022
  19. Coldwell Banker ResidentialFeb 2020 to Jul 2020
  20. American IncomeFeb 2020 to Mar 2020
  21. Privacy PatrolFeb 2020 to Feb 2020
  22. Lg FairmontDec 2018 to Nov 2020
  23. Djk ResidentialJul 2018 to Dec 2018
  24. Re/max SelectOct 2017 to Feb 2020
  25. Keller Williams NycSep 2017 to Jul 2018
  26. Coldwell Banker ResidentialJul 2016 to Oct 2017
  27. Self-employedMar 2016 to Sep 2020
  28. UberMar 2016 to Sep 2019
  29. Liberty RealtyJan 2013 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
5076070
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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