Shervin Saedinia, financial advisor Glendale CA
90 score

Shervin Saedinia

CRD Number: 5952547
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Shervin Saedinia (CRD# 5952547) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glendale, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Glendale, CA Jul 2011 - Current 5
Merrill Lynch, Pierce, Fenner And Smith Incorporated Glendale, CA Jun 2011 - Current 5
Fourstory.org Newport Beach, CA Jan 2010 - Jun 2011 1
Global Marketing Partners Woodland Hills, CA Jan 2010 - Jan 2011 1
Pratt & Whitney Recreation Center Canoga Park, CA Jun 2006 - Oct 2010 4
National Ms Society Los Angeles, CA Jul 2008 - Dec 2008 < 1
Case Study Company North Hollywood, CA Jun 2006 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Shervin Saedinia
Phone Number: 800-637-7455
Registered State(s):
  • CA
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
90
Clean Record
This advisor has a clean track record with regulators.

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