Christian Taylor Pothast
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- NbcuniversalJun 2024 to Oct 2025
- NbcuniversalJun 2023 to Aug 2023
- Nova Group MarketingJun 2022 to Jul 2022
- Racquets Club of Short HillsMar 2021 to Sep 2021
- Seton Hall UniversityAug 2020 to May 2024
- Big Apple BagelsApr 2019 to Oct 2019
- SubwayJun 2018 to Aug 2018
- Jesuit High School SacramentoAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8185015
- Firm CRD
- 7691