Christopher James Ilgenfritz
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
24 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
24 years in the industry.
- Bank of America, N.A.Sep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- UnemployedMar 2022 to Jul 2022
- J.P. Morgan Securities LLCOct 2012 to Feb 2022
- JPMorgan Chase Bank NASep 2002 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5830911
- Firm CRD
- 7691