Christopher Greco

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated · Stamford, CT

Last updated 2026-10-10

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Christopher Greco is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT, CRD 6453993. Licenses and exams on the registration: Series 63, Series 66. First registered 2021-02-09.

Registration

CRD number
6453993
Registration status
Active
First registered
2021-02-09
Years of experience
12
States registered
CT, TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2015-02 to 2018-04 · Jpmorgan Securities LLC · Stamford, CT
  • 2014-01 to 2018-04 · Jpmorgan Chase Bank · Stamford, CT
  • 2018-06 to 2019-11 · Lpl Financial · Darien, CT
  • 2018-04 to 2019-11 · Webster Bank N.A. · Darien, CT
  • 2019-11 to Present · Wells Fargo Bank, NA · Stamford, CT
  • 2019-12 to 2021-11 · Wells Fargo Clearing Services, LLC · Stamford, CT
  • 2018-09 to 2019-10 · Blue Jay Orchards · Bethel, CT
  • 2021-11 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Stamford, CT

Current employment

SEC IAPD record for Christopher Greco

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Regulatory AUM
$1,781,568,171,479
Registered advisors
25,565
Offices
5,327
Clients per advisor
71.9 (Moderate)
Average AUM per client
$968.8K (Low)
High-net-worth client ratio
28.4% (Moderate)

Merrill Lynch, Pierce, Fenner & Smith Incorporated: advisors, services and reported ETF investments

What this firm offers

Filed by Merrill Lynch, Pierce, Fenner & Smith Incorporated on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer

Location

301 Tresser Blvd, Stamford, CT 06901

158 advisors at this office.

Merrill office in Stamford, CT

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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