Manpreet Saluja

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

• 03/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 03/2016 → 02/2017
  Unemployed
  Ridgewood, NJ
• 05/2019 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*1947298 Entity Type: Charitable Name of OBA: HeartHope Foundation Corporation Address:Ridgewood New Jersey Investment Related:New Jersey Position, Title, Association:Board Member Start Date:07/31/202 No Hours: 1 Yearly No Hours during trading:0 Duties:I am just an acting Trustee on this Non profit. My son and is Friend are ones who set this up and will be raising funds for the cause, which is mainly supporting heart related diseases. They are currently minors and hence needed an adult on Trustee. I will be on the Bank account since such time they turn 18 yrs, which is in a year. I don't intend to take on any other responsibility.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-25

Other Names

• Manpreet Khanuja Saluja