Omar El GothamyCRD Number: 6620634
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Omar El Gothamy (CRD# 6620634) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Macomb, MI and has over 4 years of experience in the finance industry.
Lpl Financial LLC
Strategic Blueprint, LLC
Esi Financial Advisors
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Macomb, MI||Jun 2018 - Current||3|
|Bank Of America, N.a.||Macomb, MI||Jun 2018 - Current||3|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2017 - Jun 2018||1|
|Northwestern Mutual Investment Services LLC||Troy, MI||Oct 2016 - Jun 2018||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Mar 2016 - Jun 2018||2|
|Sava||Ann Arbor, MI||Jan 2018 - May 2018||< 1|
|Mrm||Birmingham, MI||Jul 2013 - Feb 2016||2|
|Campbell Ewald||Warren, MI||Dec 2012 - May 2013||< 1|
|Tallulah||Birmingham, MI||Jun 2010 - Dec 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
|S63||Uniform Securities State Law Examination||Dec 2016|
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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