Omar Pervez Siddiqui

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → 10/2022
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 10/2015 → 08/2021
  Deutsche Bank Ag
  Dubai
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Previous Registrations

• 2021-12-22 → 2022-10-13
  J.P. Morgan Securities Llc
  Houston, TX

Other Businesses

I*: 1856315 Entity Type: Entity Charitable Name of OBA: Houston Shifa Foundation Inc. Address: Houston, TX Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/03/2024 Number of Hours: 2 hrs monthly Number of Hours during trading: 0 Duties: Attend board meetings, give suggestions on strategic planning, raising awareness of the clinic, and volunteering time to support the Shifa team in reaching its organizational goals. Shifa wants to serve more folks in the community that are not covered and hopes to receive community and public donations to continue efforts. The clinic works to serve under privileged and low income Houstonians with affordable health care.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-22
• S63 Uniform Securities Agent State Law Examination
  2001-10-22

Other Names

• Omar Pervez Siddiqui
• Omar Siddiqui
• Omar P Siddiqui