Arshon Harirchi

$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
CA	RA	APPROVED	2025-11-27

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	San Francisco	CA	07/2025	Present
P.F.CHangs	Pleasanton	CA	02/2018	09/2018
Mountain Mikes Pizza	Pleasanton	CA	05/2016	09/2016
Unemployed	Pleasanton	CA	09/2016	02/2018
San Jose State University	San Jose	CA	01/2023	05/2025
Unemployed	Pleasanton	CA	10/2018	12/2022
Bank Of America, N.A.	San Francisco	CA	12/2025	Present

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
02/2018 → 09/2018

P.F.CHangs

Pleasanton, CA
05/2016 → 09/2016

Mountain Mikes Pizza

Pleasanton, CA
09/2016 → 02/2018

Unemployed

Pleasanton, CA
01/2023 → 05/2025

San Jose State University

San Jose, CA
10/2018 → 12/2022

Unemployed

Pleasanton, CA
12/2025 → Present

Bank Of America, N.A.

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-26

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