Christian Habecker
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
3 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
3 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to now
- Bank of America, N.AAug 2019 to now
- J.P. Morgan Securities LLCJan 2019 to Aug 2019
- JPMorgan Chase Bank, N.A.Jan 2019 to Aug 2019
- Chapman Bmw On CamelbackOct 2018 to Dec 2018
- AllstateJun 2018 to Oct 2018
- American Income LifeDec 2017 to May 2018
- Penske Jaguar Land Rover North ScottsdaleFeb 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
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
- 7062628
- Firm CRD
- 7691