Tehran Stokes

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

• 11/2019 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 06/2019 → 11/2019
  Excelle
  Chicago, IL
• 06/2018 → 08/2018
  Umemployed
  Elgin, IL
• 08/2018 → 01/2019
  Tsinghua University
  Beijing
• 06/2015 → 09/2016
  Lieberman Management Service
  Chicago, IL
• 09/2016 → 06/2018
  Depaul University
  Chicago, IL
• 01/2020 → 09/2021
  Bank Of America, N.A
  Chicago, IL
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 08/2021 → 08/2022
  The Heyl Group
  Houston, TX
• 08/2020 → 05/2021
  Rice University - Jones School Of Business
  Houston, TX
• 01/2019 → 06/2019
  Unemployed
  Elgin, IL

Previous Registrations

• 2020-03-25 → 2021-09-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-02-08

Other Names

• Tehran Almasi
• Tehran Rapheal Stokes