Walid Abdelrehim Mourad

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

• 03/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 03/2018 → Present
  Bank Of America, N.A.
  Houston, TX
• 12/2016 → 03/2018
  Language Line Solutions
  Monterey, CA
• 08/2016 → 12/2016
  Unemployed
  Katy, TX

Other Businesses

I*128318 For profit or not for profit: For-Profit Organization Name of outside business organization: W&R Trans-Trading LLC Address of business: Katy, Texas 77494 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 9/6/2016 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: An import/export family owned business, that is not investment related. Title in the business is partner, with a minority share. The business is entirely managed by my wife. I'm not involved however the LLC is structured where I'm a partner. I*1429264 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Wesley Chapel, Florida, 33545, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 8/21/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2020-02-28

Other Names

• Walid Abdelrehim Mourad
• Walid A Mourad