Sameer V Derashri

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

• 01/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 03/2012 → Present
  Bank Of America, N.A.
  Pennington, NJ

Other Businesses

I*138509 For profit or not for profit: For-Profit Name of outside business organization: Vasila LLC Investment related: No Address of business: Fort Lauderdale, Florida 33312 Position, title, association: Family Held Start date of relationship: 7/30/2021 Number of hours devoted: 15 hours Monthly Number of hours devoted during trading hours: 0 Duties: Great Clips , is a haircut franchise, which would be owned by the above LLC. I would own 45 and my brother 55 percent of the LLC. It will be a passive investment, my commitment is capital outlay and maybe 3-5hrs/week in the evenings and weekends.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-23
• S63 Uniform Securities Agent State Law Examination
  2004-05-27

Other Names

• Sameer Vasudev Derashri
• Sameer Vasudev Derashri