Sohail Abrahimzadeh
CRD Number: 6942346Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sohail Abrahimzadeh (CRD# 6942346) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 6876059
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Washington, DC | Jul 2018 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington, DC | Apr 2018 - Current | 2 |
| Unemployed | Washington, DC | May 2017 - Apr 2018 | < 1 |
| Hewlett Packard Enterprise | Washington, DC | May 2011 - May 2017 | 6 |
| Hewlett-packard Enterprise | Washington, DC | Aug 2012 - Apr 2017 | 4 |
| Blt Steak Restaurant | Washington, DC | May 2012 - Feb 2017 | 4 |
| Hewlett-packard Enterprise | Washington, DC | Nov 2011 - Aug 2012 | < 1 |
| Casa Nonna Restaurant | Washington, DC | Aug 2010 - May 2012 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- DC
- TX
- VA
-
Total Assets Under Management962,052MILLIONS
-
Total Number of Accounts2,529,169ACCOUNTS
-
Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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