Darius Abtahi, financial advisor San Diego CA
93 score

Darius Abtahi

CRD Number: 5520850
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Darius Abtahi (CRD# 5520850) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Jul 2014 - Current 2
Bank Of America, N.a. San Diego, CA Jul 2014 - Current 2
Unemployed San Diego, CA Nov 2013 - Jul 2014 < 1
Td Ameritrade San Diego, CA Apr 2013 - Nov 2013 < 1
Citigroup Solvana Beach, CA Oct 2010 - Apr 2013 2
Unemployed San Diego, CA Sep 2009 - Oct 2010 1
Ubs Financial Services Inc. San Diego, CA Apr 2008 - Sep 2009 1
Century Mortgage Inc. San Diego, CA Feb 2007 - Mar 2008 1
Pinnacle Capital & Investments Inc. San Diego, CA Feb 2003 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Darius A. Abtahi
Phone Number: 800-637-7455
Registered State(s):
  • CA
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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