Grant Khechumyan

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

• 07/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Encino, CA
• 07/2014 → 07/2020
  Bank Of The West
  Sherman Oaks, CA
• 09/2018 → 07/2020
  Better Days Assisted Living
  Granada Hills, CA
• 11/2020 → Present
  Bank Of America N.A.
  Encino, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-10-24

Other Names

• Grant Khechunyan