Shivam Jhingen, financial advisor Melville NY

Shivam Jhingen

CRD Number: 7126689
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Shivam Jhingen (CRD# 7126689) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Melville, NY Jun 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville, NY May 2019 - Current 3
Fundit Lending Solutions Lynbrook, NY Jan 2018 - Feb 2019 1
Goldman Executive Limousine Floral Park, NY Jun 2015 - Jan 2018 2
New Hyde Park Memorial High School New Hyde Park, NY Sep 2009 - Jul 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Shivam Jhingen
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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 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, WY

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