Shaheen Soltankhah, financial advisor Kingston NY
90 score

Shaheen Soltankhah

CRD Number: 5985463
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Shaheen Soltankhah (CRD# 5985463) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Kingston, NY Apr 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingston, NY Sep 2011 - Current 5
Miss Universe Organization Manhattan, NY Jun 2011 - Sep 2011 < 1
Ulster County Family Court Kingston, NY May 2010 - Jun 2011 1
United Health Group Kingston, NY Oct 2009 - May 2010 < 1
Nys Bridge Authority Kingston, NY Jun 2006 - Oct 2009 3
Suny Oneonta Oneonta, NY Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Shaheen E. Soltankhah
Phone Number: 800-637-7455
Registered State(s):
  • CT
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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