Nisheet BondeCRD Number: 3009486
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Nisheet Bonde (CRD# 3009486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 23 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Paramus, NJ||Jan 2019 - Current||2|
|Englewood Hospitality LLC||495 Sylvan Avenue, NJ||Nov 2018 - Current||3|
|Unemployed||Demarest, NJ||Mar 2017 - Oct 2018||1|
|Deutsche Bank Securities Inc.||New York, NY||May 2004 - Feb 2017||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2019|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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