Nas Adel Allan

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

• 11/2015 → Present
  Bank Of America,N.A.
  Somerset, NJ
• 11/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Somerset, NJ

Previous Registrations

• 2015-10-01 → 2015-11-30
  Modern Capital Advisors, Llc
  Bayonne, NJ
  Raleigh, NC
• 2013-01-07 → 2015-01-16
  Obsidian Wealth Management, Llc
  Woodbury, NY
• 2012-11-30 → 2013-11-21
  Modern Capital Advisors, Llc
  Staten Island, NY
  Raleigh, NC
• 2010-09-28 → 2010-12-17
  Jhs Capital Advisors, Llc
  Staten Island, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-11-30
• S65 Uniform Investment Adviser Law Examination
  2010-06-08
• S63 Uniform Securities Agent State Law Examination
  2002-11-01

Other Names

• Sean Allan
• Steven Allan
• Nas Allan
• Nasser Adel Allan