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Advisors / Massachusetts / Boston
13yrs

Christopher Vale

Financial advisor at Merrill

Based in Boston, Massachusetts, Christopher Vale is a fiduciary financial advisor with 13 years of industry experience. Christopher joined Merrill in 2020, 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 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02110Fiduciary advisor
Call MerrillDirections

At a glance

Experience13 years (since 2013)
How that compares ?More experience than 50% of advisors in Boston
Office100 Federal St, Boston, MA 02110
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 ?1 state

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. 2020 – now
    MerrillCurrent firm

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Vale. Christopher works from the Boston, MA office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2013, about 13 years. More experience than 50% of advisors in Boston.

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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