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
Chrystal L Woollett
Merrill Lynch, Pierce, Fenner & Smith IncorporatedwirehouseCamp Hill, Pa dual registrantIAPD 5256842
Feed of 09/14/2026
Also filed as Chrystal L Meier
At current firm
3 y
since Nov 4, 2022
In the industry
17 y
since Jan 27, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse currentsince Nov 4, 2022 · New York, Ny
- Conrad Siegel Investment Advisors institutionalDec 5, 2020 to Sep 30, 2021 · Harrisburg, Pa
- Osaic Fa, Inc. formerJun 24, 2015 to Jul 21, 2016 · Camp Hill, Pa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 30, 2009 to Jun 16, 2015 · Camp Hill, Pa
Moves
a registration end followed by a registration begin elsewhere
- Conrad Siegel Investment Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 30, 2021, registered Nov 4, 2022 (400 days) · Other
- Osaic Fa, Inc. to Conrad Siegel Investment Advisorsleft Jul 21, 2016, registered Dec 5, 2020 (1598 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Osaic Fa, Inc.left Jun 16, 2015, registered Jun 24, 2015 (8 days) · Other
Signals
No dated event on this person.
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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address