Sherif Abdel-Hamid
CRD Number: 5243684Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sherif Abdel-Hamid (CRD# 5243684) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Rafael, CA and has over 16 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | San Rafael, CA | Mar 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Rafael, CA | Feb 2020 - Current | 3 |
| Unemployed | San Rafael, CA | Jun 2019 - Feb 2020 | < 1 |
| Advisory Cloud | Novato, CA | Feb 2018 - Jun 2019 | 1 |
| Bank Of West | Larkspur, CA | Jul 2016 - Feb 2018 | 1 |
| Bank Of Marin | Corte Madera, CA | Dec 2015 - Jul 2016 | < 1 |
| Galpin Vw | Van Nuys, CA | Jun 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CA
- TX
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
-
Average Account Value$381,844
- 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 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
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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