Christian james R Celon
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- UnemployedJun 2025 to Aug 2025
- Tallahassee Memorial HealthcareAug 2024 to Jun 2025
- Bank of New YorkJun 2024 to Aug 2024
- Florida State UniversityAug 2023 to May 2025
- Tallahassee State CollegeAug 2022 to Jul 2023
- UnemployedMay 2022 to Aug 2022
- Tallahassee Memorial HealthcareSep 2021 to Jun 2024
- Leon HighschoolAug 2020 to May 2022
- UnemployedMay 2020 to Aug 2020
- St. John Payne Catholic SchoolAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8145269
- Firm CRD
- 7691