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Advisors / Pennsylvania / Yardley
32yrs

Christopher Brown

Financial advisor at Merrill

Christopher Brown is a fiduciary financial advisor in Yardley, Pennsylvania, with 32 years in the industry. Christopher joined Merrill in 2014, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.

One of 241 advisors with offices in Yardley, and one of 224 fiduciaries.

Yardley, PA 19067Top 13% by experience at MerrillFiduciary advisor
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At a glance

Experience32 years (since 1994)
How that compares ?Top 13% by experience at Merrill
Office1040 Stony Hill Rd, Yardley, PA 19067
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2014 – now
    MerrillCurrent firm
  2. Sep 2012 – Apr 2013
    MerrillPreviously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call Merrill at (800) 637-7455 and ask for Christopher Brown. Christopher works from the Yardley, PA office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 1994, about 32 years. Top 13% by experience at Merrill.

What licenses does Christopher hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Christopher for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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