Faiez Ahmed (CRD# 6514844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 5 years of experience in the finance industry.
CRD# 1863193
Primerica Advisors
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6073230
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | New York, NY | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Dec 2022 - Current | 1 |
| Baker Tilly Capital, LLC | New York, NY | Feb 2021 - Dec 2022 | 1 |
| Morgan Stanley | New York, NY | Apr 2018 - Jan 2021 | 2 |
| Alliancebernstein | New York, NY | Dec 2017 - Apr 2018 | < 1 |
| Unemployed | New York, NY | Jun 2017 - Nov 2017 | < 1 |
| Cornell University | Ithaca, NY | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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