DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Christy Stina

Merrill Lynch, Pierce, Fenner & Smith IncorporatedwirehouseBoca Raton, Fldual registrantIAPD 2552813

Feed of 09/14/2026

Also filed as Christy Bennett Stina

At current firm

1 y

since Apr 29, 2025

In the industry

25 y

since Feb 12, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse current
since Apr 29, 2025 · Boca Raton, Fl
Merit Financial Advisors BD affiliated
Nov 12, 2024 to Mar 10, 2025 · Boca Raton, Fl
UBS Financial Services Inc. wirehouse
May 6, 2022 to Oct 29, 2024 · Boca Raton, Fl
Morgan Stanley wirehouse
Apr 17, 2017 to May 5, 2022 · Boca Raton, Fl
UBS Financial Services Inc. wirehouse
Apr 3, 2009 to Apr 21, 2017 · Boca Raton, Fl

Moves

a registration end followed by a registration begin elsewhere

Merit Financial Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 10, 2025, registered Apr 29, 2025 (50 days) · RIA to wirehouse
UBS Financial Services Inc. to Merit Financial Advisors
left Oct 29, 2024, registered Nov 12, 2024 (14 days) · Wirehouse to independent RIA
Morgan Stanley to UBS Financial Services Inc.
left May 5, 2022, registered May 6, 2022 (1 days) · Wirehouse to wirehouse
UBS Financial Services Inc. to Morgan Stanley
left Apr 21, 2017, registered Apr 17, 2017 (-4 days) · Wirehouse to wirehouse · moved with a team

Signals

Christy Stina left Merit Financial Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-04-29)
Mar 10, 2025 · Advisor changed firm · fact
Christy Stina left Ubs Financial Services Inc. for Merit Financial Advisors (registered 2024-11-12)
Oct 29, 2024 · Advisor changed firm · fact
Christy Stina left Morgan Stanley for Ubs Financial Services Inc. (registered 2022-05-06)
May 5, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address