Christina Stieg
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pasadena, CA 91101
Credentials
Series 66
Industry experience
21 years
Christina Stieg is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2004, she has focused on serving a select group of affluent clients, providing personalized investment management, tax minimization strategies, retirement planning, estate planning, wealth preservation and transfer solutions, as well as managing business investments including Employer Sponsored Retirement Plans. Christina develops customized strategies based on clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. She supports clients through significant life events and offers discretionary management of custom investment strategies, utilizing a wide range of Merrill Lynch Wealth Management model and third-party portfolios.
Christina holds a Bachelor’s Degree in Communication and a Master’s Degree in Business Administration from the University of Southern California. Her financial industry credentials include FINRA Series 7 and Series 66 registrations, a California Life Insurance license, the Chartered Retirement Planning Counselor (CRPC™) designation, and the Certified Plan Fiduciary Advisor (CPFA®) designation. She works alongside a team to provide comprehensive wealth management services, including access to banking and credit solutions through Bank of America, retirement and estate planning, and life insurance.
Residing in Altadena, California, Christina lives with her husband and two children. Her personal interests include spending time with family, traveling, skiing, hiking, and cooking. She is committed to building long-term relationships with clients and supporting their financial goals through collaboration and understanding of their life priorities.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
800 E Colorado Blvd
Pasadena, CA 91101
California · Texas
Bank Of America,Na
2009 - Present (17 years)
Merrill
2004 - Present (22 years)
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