Ameya A Naik

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-06-30
TX	RA	APPROVED_RES	2025-04-15
NJ	RA	APPROVED	2025-04-03

PA RA
APPROVED

Since 2026-06-30
TX RA
APPROVED_RES

Since 2025-04-15
NJ RA
APPROVED

Since 2025-04-03

Branch Locations

2333 E Lincoln Hwy, Langhorne, PA 19047 • United States

194 Wood Ave S, Iselin, NJ 08830 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Princeton Junction	NJ	12/2024	Present
Td Bank	Princeton	NJ	03/2023	12/2024
Conduent	Hamilton	NJ	01/2023	03/2023
Credit Union Of New Jersey	Ewing	NJ	01/2011	11/2022
Bank Of America, N.A.	Princeton Junction	NJ	02/2025	Present

12/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Princeton Junction, NJ
03/2023 → 12/2024

Td Bank

Princeton, NJ
01/2023 → 03/2023

Conduent

Hamilton, NJ
01/2011 → 11/2022

Credit Union Of New Jersey

Ewing, NJ
02/2025 → Present

Bank Of America, N.A.

Princeton Junction, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-02

S66 Uniform Combined State Law Examination

2025-04-02

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Exams

Reviews