Sanaa Shaikh

$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:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-02

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	07/2025	Present
Cambay Consulting	Katy	TX	08/2024	06/2025
Cambay Consulting	Katy	TX	06/2023	12/2023
The University Of Texas At Austin	Austin	TX	08/2022	08/2024
Obra D Tompkins High School	Katy	TX	08/2016	05/2018
British International School Of Houston	Katy	TX	08/2018	05/2020
University Of Houston	Houston	TX	08/2020	05/2022
Spica Solutions	Katy	TX	11/2021	09/2024
Bank Of America, N.A.	Houston	TX	12/2025	Present

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
08/2024 → 06/2025

Cambay Consulting

Katy, TX
06/2023 → 12/2023

Cambay Consulting

Katy, TX
08/2022 → 08/2024

The University Of Texas At Austin

Austin, TX
08/2016 → 05/2018

Obra D Tompkins High School

Katy, TX
08/2018 → 05/2020

British International School Of Houston

Katy, TX
08/2020 → 05/2022

University Of Houston

Houston, TX
11/2021 → 09/2024

Spica Solutions

Katy, TX
12/2025 → Present

Bank Of America, N.A.

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-26

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