Mustafa Ehimeakhe

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

• 02/2014 → 04/2018
  Guardian Life Insurance Co
  Houston, TX
• 03/2015 → 04/2018
  Park Avenue Securities Llc
  Houston, TX
• 04/2018 → 07/2020
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 04/2018 → 07/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 08/2020 → Present
  Bank Of America, N.A.
  Houston, TX

Previous Registrations

• 2018-04-12 → 2019-11-13
  Morgan Stanley
  Houston, TX
• 2016-01-06 → 2018-04-05
  Park Avenue Securities Llc
  Houston, TX
• 2006-03-01 → 2010-04-01
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 2006-09-21 → 2008-09-10
  Td Ameritrade, Inc.
  Houston, TX
  Fort Worth, TX
  Fort Worth, TX
• 2004-08-13 → 2005-04-13
  Ameriprise Financial Services, Llc
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-09-10

Other Names

• Mustafa Abubakar Ehimeakh
• Mustafa Abubakar Ehimeakhe