Sohrab Zarasvand, financial advisor Pearland TX
93 score

Sohrab Zarasvand

CRD Number: 5354642
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sohrab Zarasvand (CRD# 5354642) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pearland, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Dickinson, TX Apr 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dickinson, TX Apr 2015 - Current 1
Cetera Investment Advisers LLC Houston, TX Dec 2014 - Apr 2015 < 1
Regions Bank Houston, TX Jan 2014 - Apr 2015 1
Cetera Investment Services LLC St.cloud, MN Jan 2014 - Apr 2015 1
J.p. Morgan Securities LLC Houston, TX Oct 2012 - Jan 2014 1
Jpmorgan Chase Na Houston, TX Jun 2007 - Jan 2014 6
Chase Investment Services Corp. Houston, TX Jun 2007 - Oct 2012 5
Bank Of New York Houston, TX Aug 2006 - Mar 2007 < 1
Vip Systems/first Capital International Houston, TX Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Jul 2007
Contact Info for Sohrab Zarasvand
Phone Number: 800-637-7455
Registered State(s):
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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