Financial advisor
Jeff Chanin
Now at Merrill Lynch · Boca Raton, FL
Registered as JEFF EVAN CHANIN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Jeff Chanin | Wells Fargo Advisors | Merrill Lynch | Lateral | October 5, 2026 | $240M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Investment adviser | September 18, 2026 | Current |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | September 17, 2026 | Current |
| WELLS FARGO ADVISORS | Investment adviser | October 11, 2019 | September 28, 2026 |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | October 11, 2019 | September 28, 2026 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Investment adviser | September 4, 2012 | October 15, 2019 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | August 31, 2012 | October 15, 2019 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment adviser | June 1, 2009 | September 11, 2012 |
| MORGAN STANLEY SMITH BARNEY | Broker-dealer | June 1, 2009 | September 11, 2012 |
| CITIGROUP GLOBAL MARKETS INC. | Investment adviser | August 6, 2007 | June 1, 2009 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | August 3, 2007 | June 1, 2009 |
| MORGAN STANLEY & CO., INCORPORATED | Investment adviser | April 2, 2007 | August 8, 2007 |
| MORGAN STANLEY & CO., INCORPORATED | Broker-dealer | April 2, 2007 | August 8, 2007 |
| MORGAN STANLEY | Investment adviser | May 6, 2003 | April 2, 2007 |
| MORGAN STANLEY DW INC. | Broker-dealer | May 2, 2003 | April 2, 2007 |
| PRUDENTIAL SECURITIES INCORPORATED | Investment adviser | November 2, 1999 | May 9, 2003 |
| PRUDENTIAL SECURITIES INCORPORATED | Broker-dealer | October 22, 1999 | May 9, 2003 |
| PREFERRED SECURITIES GROUP, INC. | Broker-dealer | August 28, 1999 | October 26, 1999 |
| D.L. CROMWELL INVESTMENTS, INC. | Broker-dealer | January 19, 1999 | September 21, 1999 |
| FRANKLIN ROSS, INC. | Broker-dealer | October 15, 1998 | February 3, 1999 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.