AdFi
CR

Christopher R Teahan

Investment Adviser Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kansas City, MOCRD #7666174Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

christopher R. teahan is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kansas City, MO, where they have been registered since 2023, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Missouri and Texas.

Office

4801 Main St
Kansas City, MO 64112

Advisors at this office: 39

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri, Texas
Broker:
42 states and territories

Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/25/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/21/2023
Series 7
General Securities Representative Examination
Passed 3/21/2023
SIE
Securities Industry Essentials Examination
Passed 12/22/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
5/26/2023 – Kansas City, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Nov 2022 – no end date reportedKansas City, MO
  2. Rockhurst High school
    Aug 2013 – May 2017kansas city, MO
  3. University of Kansas
    May 2017 – May 2022Lawrence, KS
  4. Unemployed
    May 2022 – Sep 2022leawood, KS
  5. George J shaw Site Rite
    Sep 2022 – Nov 2022Kansas city, MO
  6. BANK OF America, N.A.
    Nov 2022 – no end date reportedKansas City, KS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Merrill Lynch, Pierce, Fenner & Smith Incorporated

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Small Business 401(k) plans including Group 401(k) and Individual 401(k), SEP IRA, SIMPLE IRA, investment fiduciary services, recordkeeping, trading, custodial and financial wellness services, and call center educational support for employees.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Small Business 401(k)Retirement PlansSEP IRASIMPLE IRAInvestment FiduciaryTax DeductionsRecordkeepingFinancial Wellness

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
25,472
Offices listed on AdvisorFinder:
26
Main office:
New York, NY
SEC file number:
801-14235

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 24, 2026

View full firm profile

Other advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated

Showing 12 of 25,472 in the directory

View Merrill Lynch, Pierce, Fenner & Smith Incorporated firm profile

Similar advisors in Kansas City, MO

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher R Teahan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Christopher R Teahan (Merrill Lynch, Pierce, Fenner & Smith)