Chyna S Bacchus
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America N.A.Aug 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
- UnemployedSep 2022 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Aug 2022
- UnemployedOct 2020 to May 2022
- Vanderbilt UniversityAug 2019 to May 2023
- Zaffiro'sJan 2019 to Sep 2020
- WalgreensAug 2017 to Oct 2017
- University School of MilwaukeeJul 2017 to Aug 2020
- UnemployedJun 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7568596
- Firm CRD
- 7691