M Adnan AzizCRD Number: 6760031
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
M Adnan Aziz (CRD# 6760031) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rosenberg, TX and has over 2 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rosenberg, TX||Jul 2019 - Current||2|
|Bank Of America, N.a.||Rosenberg, TX||Jul 2019 - Current||2|
|Morgan Stanley||Houston, TX||Nov 2018 - Jul 2019||< 1|
|Morgan Stanley Private Bank, N.a.||New York, NY||Nov 2018 - Jul 2019||< 1|
|Unemployed||Katy, TX||Jul 2018 - Nov 2018||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Sep 2017 - Jul 2018||< 1|
|Bank Of America, N.a.||Houston, TX||Jun 2009 - Jul 2018||9|
|University Of Houston Downtown||Houston, TX||Jan 2006 - Dec 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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