Yousaf Zamanudin, financial advisor Sacramento CA

Yousaf Zamanudin

CRD Number: 6677129
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Yousaf Zamanudin (CRD# 6677129) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 5 years of experience in the finance industry.

Similar Advisors
Conrad Aarseth, financial advisor Sacramento CA
Conrad M. Aarseth
CRD# 5156625
Dynamic Wealth Strategies, LLC
Similar Advisors
Brian Abad, financial advisor Sacramento CA
Brian P. Abad
CRD# 2923073
Captrust
Similar Advisors
Jonathan Abdallah, financial advisor Sacramento CA
Jonathan M. Abdallah
CRD# 7057448
Charles Schwab & Company, Inc.
Company Name Location Dates Years
Bank Of America, N.a. Sacramento, CA Sep 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento, CA Jun 2021 - Current < 1
Jp Morgan Securities, LLC Woodland, CA Jun 2019 - Jun 2021 2
Jp Morgan Chase Bank, N.a. Woodland, CA Jun 2019 - Jun 2021 2
Morgan Stanley Private Bank, N.a. Sacramento, CA Nov 2018 - Jun 2019 < 1
Morgan Stanley Sacramento, CA Sep 2018 - Jun 2019 < 1
Wells Fargo Clearing Services, LLC Sacramento, CA Jun 2016 - Sep 2018 2
Wells Fargo Bank, Na Sacramento, CA Sep 2015 - Sep 2018 3
Safe Credit Union North Highlands, CA Mar 2015 - Sep 2015 < 1
Wells Fargo Bank, Na Sacramento, CA Oct 2012 - Mar 2015 2
Ramada Inn And Suites West Sacramento, CA Jul 2011 - Dec 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Yousaf Zamanudin
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.