J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
22yrs
Christopher Sinclair has worked in the financial industry for 22 years and is a fiduciary financial advisor based in San Francisco, California. After four years at Ameriprise Financial Services, Christopher joined Merrill in 2008, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 69% of advisors at Merrill
Office555 California St, San Francisco, CA 94104
FirmMerrill
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 66Uniform Combined State Law Examination
Career
- 2008 – nowMerrillCurrent firm
- 2004 – 2008Ameriprise Financial Services, LLCPreviously
Contact Christopher
Local office(415) 955-3758Ask for Christopher. (800) 637-7455Main office · New York, NY 555 California StSan Francisco, CA 94104Office · Get directions
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Christopher’s local office at (415) 955-3758 or the Merrill main office at (800) 637-7455, and ask for Christopher Sinclair.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2004, about 22 years. More experience than 69% of advisors at Merrill.
What licenses does Christopher hold?
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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