Christina Tiana Palmer
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to now
- Merrill LynchJul 2023 to Jan 2024
- Florida State College At Jacksonville - Year Up ProgramJan 2023 to Aug 2023
- Door DashAug 2022 to Apr 2023
- Sade Behavior TherapyAug 2022 to Mar 2023
- HomemakerJul 2022 to Aug 2022
- Beyond ExpectationsJun 2021 to Jul 2022
- Positive Behavior SupportJan 2020 to Jun 2021
- Spectrum HouseMay 2017 to Jan 2020
- UnemployedJun 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7777315
- Firm CRD
- 7691