Aakash Pandya (CRD# 7404980) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hamilton, NJ and has 1 year of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 5747822
Santander Securities
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hamilton, NJ | Jun 2021 - Current | 2 |
| Bank Of America | Hamilton, NJ | Oct 2020 - May 2021 | < 1 |
| Bank Of America | Hamilton, NJ | Jan 2016 - Sep 2020 | 4 |
| Amazon Inc. | Robbinsville, NJ | Jul 2015 - Jan 2016 | < 1 |
| Unemployed | Flushing, NY | May 2015 - Jun 2015 | < 1 |
| Dkp Insurance & Investments (family Firm) | Ahmedabad, | Jun 2012 - Apr 2015 | 2 |
| Gsp Crop Science Pvt Ltd | Flushing, NY | Jun 2012 - Apr 2015 | 2 |
| Prudent Corporate Advisory Services Ltd | Flushing, NY | Jun 2008 - Apr 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- NJ
- TX
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
-
Average Account Value$381,844
- 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 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
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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