Edward Kamal Fazzah

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

• 08/1998 → Present
  Bank Of America, N.A.
  Miami, FL
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 10/2009 → Present
  Bank Of America, Na
  Miami, FL

Previous Registrations

• 1999-09-02 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Miami, FL
  Miami, FL

Other Businesses

1) UNNAMED BUSINESS; NOT INV REL; HOME BASED; REAL ESTATE RENTAL; PROPRIETOR; NOV 2007; 2 HRS/MO, NONE DURING SECS TRADING HRS; I OWN 2 TOWNHOMES THAT ARE CURRENTLY RENTED. I*3991303, Entity Type: Entity For Profit, Name of OBA: Kramerica Ventures II, LLC, Address: Aventura, Florida, 33180, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 03/10/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Real Estate Rental, Real Estate Rental I*3994266, Entity Type: Entity For Profit, Name of OBA: Kramerica Ventures I, LLC, Address: Aventura, Florida, 33180, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 03/10/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Property Rental, LLC for a Real Estate Property I*3994267, Entity Type: Entity For Profit, Name of OBA: Kramerica Ventures III, LLC, Address: Aventura, Florida, 33180, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 03/10/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Real Estate Rental, Real Estate Rental

Exams

• S66 Uniform Combined State Law Examination
  2002-09-03
• S63 Uniform Securities Agent State Law Examination
  1999-10-12

Other Names

• Edward Kamal Fazzah