Christopher Wiebusch
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
19 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
19 years in the industry.
- Bank of America, N.A.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to Feb 2025
- J.P. Morgan Securities LLCMar 2022 to Jul 2024
- JPMorgan Chase Bank, N.A.Mar 2022 to Jul 2024
- Do Life IncApr 2020 to Jun 2020
- Bank of America, N.A.Jun 2019 to Apr 2025
- UnemployedJan 2019 to May 2019
- Volt Workforce Solutions (tesla)Dec 2018 to May 2019
- Csu Channel IslandAug 2018 to Aug 2021
- NordstromSep 2017 to Dec 2018
- Ohlone CollegeAug 2016 to Dec 2016
- Mach Martial ArtsJul 2007 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
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
- 7536624
- Firm CRD
- 7691