Monish Raju (CRD# 7013991) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 4 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Sep 2018 - Current | 5 |
| Unemployed | Bridgewater, NJ | Jan 2018 - Sep 2018 | < 1 |
| Choice Home Warranty | Edison, NJ | Jan 2017 - Jan 2018 | 1 |
| United States Soccer Federation | Old Bridge, NJ | Jan 2008 - Dec 2017 | 9 |
| Client Connect | Piscataway, NJ | Apr 2016 - Dec 2016 | < 1 |
| 12 Islands Greek Taverna | Stirling, NJ | May 2015 - Aug 2015 | < 1 |
| G Pub Bar & Grill | Providence, RI | Feb 2014 - Oct 2014 | < 1 |
| Compass Group | Basking Ridge, NJ | Jan 2013 - Jan 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- NY
- TX
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Total Assets Under Management1,093,689MILLIONS
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Total Number of Accounts2,864,234ACCOUNTS
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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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