Farah Z Kazmi

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

• 04/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 06/2023 → Present
  Bank Of America, N.A.
  Princeton, NJ

Other Businesses

I*2138261, Entity Type Entity For Profit, Name of OBA: Kazmi Property 0101 Address: MonroeNew Jersey08831 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 12/27/2024No Hours: 20 yearly No Hours during trading: 0 yearly Duties: LLC Member of the business. purchasing rental properties under the name of the business

Exams

• S66 Uniform Combined State Law Examination
  2016-05-28

Other Names

• Farah Zainab Mirza