Abid Hasan Rizvi

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

• 02/2011 → 05/2024
  Jpmorgan Chase Bank
  Valley Stream, NY
• 10/2012 → 05/2024
  J.P. Morgan Securities Llc
  S. Valley Stream, NY
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2024 → 03/2025
  Unemployed
  New York, NY
• 06/2025 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-07-28
• S63 Uniform Securities Agent State Law Examination
  2012-09-25

Other Names

• Abid H Rizvi
• Abid Rizvi
• Abid Rizvi
• Abid Hasan Rizvi