Mohanad Elhag, financial advisor Washington DC

Mohanad Elhag

CRD Number: 5335604
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mohanad Elhag (CRD# 5335604) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Mar 2020 - Current 4
Bank Of America N.a. Washington, DC Mar 2020 - Current 4
Suntrust Bank Vienna, VA Jul 2017 - Mar 2020 2
Suntrust Investment Services Vienna, VA Jul 2017 - Mar 2020 2
Suntrust Advisory Services, Inc. Atlanta, GA Jul 2017 - Mar 2020 2
Wells Fargo Clearing Services, LLC Mclean, VA Nov 2016 - Jun 2017 < 1
Wells Fargo Advisors, LLC Mclean, VA Oct 2014 - Nov 2016 2
Unemployed Oakton, VA Jun 2014 - Oct 2014 < 1
Morgan Stanley Alexandria, VA Jun 2013 - Jun 2014 1
Virginia Commonwealth University Richmond, VA Aug 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Mohanad Elhag
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • DC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, WY

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