Christian Conroy Mccall
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Apr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to now
- Intercoastal Capital Markets IncOct 2024 to Feb 2025
- UnemployedMay 2024 to Oct 2024
- Keyence Corp of AmericaJan 2024 to May 2024
- UpsNov 2023 to Dec 2023
- UnemployedOct 2023 to Nov 2023
- E2z2 Data IncAug 2023 to Oct 2023
- Greenstar ExteriorsAug 2023 to Oct 2023
- UnemployedJul 2023 to Aug 2023
- Tek SystemsMay 2023 to Jul 2023
- GafJun 2022 to Sep 2022
- Volino's Meat MarketMay 2021 to Aug 2021
- Villanova UniversitySep 2019 to May 2023
- American PoolsMay 2017 to Aug 2019
- Ski Campgaw Management LLCDec 2016 to Feb 2017
- Wayne Hills High SchoolSep 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8002963
- Firm CRD
- 7691