Bassem AbouarabCRD Number: 7424958
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bassem Abouarab (CRD# 7424958) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has 1 year of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Bank Of America, N.a.||Boston, MA||Sep 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Jun 2019 - Current||3|
|Bank Of America Na||Arlington, MA||Jun 2019 - Jul 2021||2|
|Camden Partners||Baltimore, MD||Jul 2018 - May 2019||< 1|
|American University Of Beirut||Beirut,||Aug 2014 - May 2018||3|
|Capital Trust Group||London,||Jun 2017 - Aug 2017||< 1|
|Sabis International School||Adma,||Sep 2007 - Jul 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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