Bassem Abouarab, financial advisor Cambridge MA

Bassem Abouarab

CRD 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.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
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
Contact Info for Bassem P. Abouarab
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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