Moustafa Saad (CRD# 6474739) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 7 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rollings Hills, CA | Oct 2018 - Current | 5 |
| Bank Of America N.a. | Rolling Hills, CA | Oct 2018 - Current | 5 |
| Moustafa A Saad, Notary Public | Rolling Hills Estates, CA | Dec 2015 - Current | 8 |
| Jp Morgan Securities LLC | Torrance, CA | Apr 2016 - Oct 2018 | 2 |
| Jp Morgan Chase Bank | Torrance, CA | Apr 2016 - Oct 2018 | 2 |
| Comerica Bank | Redondo Beach, CA | Jun 2015 - Apr 2016 | < 1 |
| New York Life Insurance Company | Glendale, CA | Feb 2015 - May 2015 | < 1 |
| Unemployed | Rolling Hills Estates, CA | Jan 2015 - Mar 2015 | < 1 |
| Hsbc Bank Egypt | Cairo, | Jun 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- 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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