Mohamed Yahiaoui, financial advisor Dallas TX
93 score

Mohamed Yahiaoui

CRD Number: 5478861
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mohamed Yahiaoui (CRD# 5478861) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Dallas, TX Nov 2011 - Current 5
Merrill Lynch Wealth Management Dallas, TX Sep 2011 - Current 5
Morgan Stanley Smith Barney Plano, TX Jun 2010 - Aug 2011 1
Unemployed Atlanta, GA May 2010 - May 2010 < 1
Ubs Wealth Management Atlanta, GA Aug 2009 - Apr 2010 < 1
Georgia Institute Of Technology Atlanta, GA Aug 2005 - Dec 2009 4
Georgia Tech Lorraine Metz, May 2009 - Jul 2009 < 1
Marcus &amp; Millichap Atlanta, GA Aug 2008 - Jan 2009 < 1
Atlanta Athletic Club Johns Creek, GA May 2007 - Aug 2008 1
Citi Smith Barney Atlanta, GA Jan 2008 - Jul 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Mohamed Yahiaoui
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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