Avraham Asher Frand

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

• 12/2018 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 01/2012 → 05/2018
  Towson University
  Towson, MD
• 12/2016 → 08/2017
  Bank Of America
  Hunt Valley, MD
• 08/2018 → 12/2018
  Unemployed
  Baltimore, MD
• 05/2018 → 08/2018
  Ari Concrete
  Baltimore, MD
• 02/2020 → 07/2021
  Bank Of America, N.A.
  Hunt Valley, MD
• 07/2021 → 07/2025
  Morgan Stanley
  Phoenix, AZ
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 08/2025 → Present
  Bank Of America, N.A.
  Baltimore, MD

Previous Registrations

• 2021-07-26 → 2025-07-14
  Morgan Stanley
  Dallas, TX
  Phoenix, AZ
• 2019-10-08 → 2021-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Hunt Valley, MD
  Hunt Valley, MD

Exams

• S66 Uniform Combined State Law Examination
  2019-10-07

Other Names

• Avi Frand
• Avraham Frand
• Avraham Asher Frand
• Avraham A Frand