Omer N Shakoor

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pleasanton, CA
• 06/2020 → 06/2021
  Associated Students Incorporated (Csueb)
  Hayward, CA
• 06/2020 → 08/2020
  Bank Of America Merrill Lynch
  Palo Alto, CA
• 05/2019 → 05/2020
  Associated Students Incorporated (Csueb)
  Hayward, CA
• 06/2019 → 08/2019
  Stanford Health Care
  Palo Alto, CA
• 07/2019 → 12/2020
  Nomers Biz
  San Fransisco, CA
• 06/2021 → 07/2021
  Unemployed
  Elk Grove, CA
• 07/2017 → 09/2017
  Panera Bread
  Hayward, CA
• 09/2017 → 11/2017
  Forever 21
  Pleasanton, CA
• 12/2021 → 05/2022
  Bank Of America, N.A.
  Pleasanton, CA
• 05/2022 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 06/2016 → 05/2021
  California State University East Bay
  Hayward, CA
• 10/2023 → Present
  Morgan Stanley
  San Francisco, CA
• 02/2023 → 10/2023
  Unemployed
  Pleasanton, CA

Previous Registrations

• 2022-11-07 → 2023-02-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04

Other Names

• Omer Nazir Shakoor
• Omer N Shakoor
• Omer Shakoor