Christian A Defalco
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
3 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2026 to now
- Morgan Stanley Smith Barney LLCAug 2024 to Sep 2026
- Virginia TechAug 2023 to May 2024
- Morgan StanleyMay 2023 to Aug 2023
- Virginia TechAug 2022 to May 2023
- Morgan StanleyMay 2022 to Jul 2022
- Virginia TechAug 2021 to May 2022
- Liberty Coca-colaJun 2021 to Aug 2021
- Virginia TechAug 2020 to May 2021
- Anthony Franco'sApr 2020 to Aug 2020
- Lenape Valley Regional High SchoolAug 2019 to Jun 2020
- Station HardwareMar 2019 to Jul 2019
- Lenape Valley Regional High SchoolAug 2018 to Jun 2019
- Lenape Valley Regional High SchoolOct 2017 to Jun 2018
- Roxbury High SchoolAug 2017 to Oct 2017
- Shore Hills Country ClubMay 2017 to Aug 2017
- Roxbury High SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, TX, VA).
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
- 7541115
- Firm CRD
- 7691