Neha Mayank Anjaria

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

• 12/2011 → 08/2019
  Rbc Capital Markets, Llc
  Boulder, CO
• 08/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boulder, CO

Previous Registrations

• 2013-05-14 → 2019-08-20
  Rbc Capital Markets, Llc
  Boulder, CO
  Denver, CO
  Boulder, CO

Other Businesses

I*8613 For profit or not for profit: Name of outside business organization: 508 RENTAL Investment related: Address of business: LOUISVILLE, Colorado 80027 Nature of business: , Position, title, association: , Start date of relationship: 9/1/2015 Number of hours devoted: 5 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2013-05-10

Other Names

• Neha Mayank Anjaria
• Neha Anjaria