Boriss Bikosvili
CRD Number: 6065130Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Boriss Bikosvili (CRD# 6065130) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 11 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Mill Valley, CA | Aug 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mill Valley, CA | Jul 2022 - Current | 1 |
| Ihss | San Francisco, CA | Feb 2008 - Current | 16 |
| Jpmorgan Chase Bank, N.a. | Greenbrae, CA | Sep 2018 - Jul 2022 | 3 |
| Jp Morgan Securities, LLC | Greenbrae, CA | Sep 2018 - Jul 2022 | 3 |
| Td Ameritrade Investment Management, LLC | Corte Madera, CA | Jan 2017 - Sep 2018 | 1 |
| Td Ameritrade, Inc. | Corte Madera, CA | Jan 2017 - Sep 2018 | 1 |
| Td Ameritrade | Corte Madera, CA | Dec 2016 - Sep 2018 | 1 |
| E*trade Securities LLC | San Francisco, CA | Sep 2015 - Dec 2016 | 1 |
| E*trade Capital Management LLC | San Francisco, CA | Sep 2015 - Dec 2016 | 1 |
| Harrisdirect LLC | San Francisco, CA | Sep 2015 - Dec 2016 | 1 |
| Bank Of America, N.a. | San Rafael, CA | Oct 2014 - Oct 2015 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Rafael, CA | Oct 2014 - Oct 2015 | 1 |
| First Republic Investment Management Inc. | San Francisco, CA | Oct 2013 - Sep 2014 | < 1 |
| First Republic Securities Company, LLC | San Francisco, CA | Oct 2013 - Sep 2014 | < 1 |
| First Republic Bank | San Francisco, CA | Aug 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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