Christopher M Riley
Advisor at Merrill — Tulsa, OK 6100 S Yale Ave
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.
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.
Credentials
Series 63, Series 66
Experience Industry experience
24 years
Location
Tulsa, OK 74136
Merrill
Institution
Christopher Riley is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on providing personalized wealth management strategies. He has over 15 years of experience in the financial services industry, having started his career as a derivative specialist and market maker on the floor of the American Stock Exchange with Susquehanna International Group. He later worked with healthcare-related investment banks managing institutional relationships involving research, trading, and derivative strategies.
Christopher holds a Bachelor's Degree from the University of Pennsylvania and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach centers on building enduring personal relationships by delivering exceptional service and employing a goal-oriented and disciplined wealth management process tailored to adapt to changing economic conditions.
He is a lifelong resident of Morristown and actively volunteers with organizations such as Friends of Foster Fields. Outside of work, Christopher enjoys outdoor activities including skiing and golf, and he is involved in charitable activities as well as supporting his alma maters, Delbarton School and the University of Pennsylvania.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Tulsa, OK 6100 S Yale Ave
6100 S Yale Ave
Tulsa OK 74136
Advisors at this office
58
New Jersey · Oklahoma · Texas
24 years of industry experience
Bank of America N.A.
2012 - Present • 14 years
Florham Park, NJ
Merrill Lynch, Pierce, Fenner And Smith Incorporated
2012 - Present • 14 years
Florham Park, NJ
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