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Anas Mahmood Chowdhury

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Waco, TX

CRD 8181746

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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

401 Hewitt Dr, Waco, TX 76712 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Waco TX 12/2020 Present
Zetagoods Llc Sierra Vista AZ 04/2023 07/2024
Uber Sierra Vista AZ 01/2021 08/2022
Lyft Sierra Vista AZ 01/2022 08/2022
Unemployed Dhaka 04/2020 11/2020
Mak & Co Chartered Accountants Dhaka 03/2018 03/2020
Unemployed Charlottesville VA 10/2017 02/2018
Bank Of America Charlottesville/Ruckersville VA 03/2014 09/2017
Bank Of America, N.A. Waco TX 01/2026 Present
  • 12/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Waco, TX
  • 04/2023 → 07/2024
    Zetagoods Llc
    Sierra Vista, AZ
  • 01/2021 → 08/2022
    Uber
    Sierra Vista, AZ
  • 01/2022 → 08/2022
    Lyft
    Sierra Vista, AZ
  • 04/2020 → 11/2020
    Unemployed
    Dhaka
  • 03/2018 → 03/2020
    Mak & Co Chartered Accountants
    Dhaka
  • 10/2017 → 02/2018
    Unemployed
    Charlottesville, VA
  • 03/2014 → 09/2017
    Bank Of America
    Charlottesville/Ruckersville, VA
  • 01/2026 → Present
    Bank Of America, N.A.
    Waco, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-06
  • S66 Uniform Combined State Law Examination
    2026-01-06

View on SEC IAPD

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