Owen Rahman, financial advisor Pennington NJ
93 score

Owen Rahman

CRD Number: 5292828
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Owen Rahman (CRD# 5292828) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ 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. Pennington, NJ May 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Apr 2011 - Current 5
Philadelphia Youth Advocacy Program Philadelphia, PA Nov 2009 - Current 7
Brainiac Philadelphia, PA Feb 2008 - Current 8
Axa Advisors, LLC New York, NY Aug 2010 - Jan 2011 < 1
Equity Services, Inc. Montpelier, VT Apr 2009 - Sep 2009 < 1
Keyadvisors Media, PA Feb 2009 - Sep 2009 < 1
Vanguard Malvern, PA Aug 2007 - Dec 2008 1
Aflac Philadelphia, PA Aug 2007 - Sep 2007 < 1
Citizens Bank Blue Bell, PA Sep 2006 - Aug 2007 < 1
Ameriprise Financial Services, Inc. Conshohocken, PA Feb 2007 - May 2007 < 1
Florida A&m University Tallahssee, FL Apr 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Owen Rahman
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • 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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