Christian Michael Acosta
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 IncorporatedJun 2026 to now
- University of Wisconsin - MilwaukeeNov 2024 to Apr 2025
- Wells Fargo BankFeb 2024 to Jun 2026
- Moraine Park Technical CollegeJan 2024 to Feb 2024
- White ConstructionJul 2023 to Dec 2023
- Breakthru Beverage GroupAug 2022 to Aug 2023
- Core Companies LLCJul 2022 to Aug 2022
- Sams Well Drilling CompanyJun 2021 to Jul 2021
- University of MinnesotaSep 2020 to Aug 2022
- Saputo Cheese Inc.Feb 2020 to Aug 2020
- Piggly WigglyDec 2018 to Feb 2020
- Ymca of Dodge County IncApr 2017 to Mar 2019
- Waupun Area High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8305804
- Firm CRD
- 7691