Roni N Murshed

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 11/2012 → 11/2022
  Morgan Stanley
  Bethesda, MD
• 01/2015 → 11/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Gaithersburg, MD

Previous Registrations

• 2012-12-06 → 2022-11-29
  Morgan Stanley
  Rockville, MD
• 2009-10-23 → 2012-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
  Rockville, MD
  North Bethesda, MD
• 2006-01-06 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Bethesda, MD
• 2002-03-13 → 2006-01-10
  Morgan Stanley Dw Inc.
  Bethesda, MD

Other Businesses

AML CAPITAL ADVISORS, LLC; INV. RELATED; GAITHERSBURG,MD; 100% OWNERSHIP; START DATE 11/10/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-18