Talin Wesam Nabil Shaheen

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

• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
• 05/2025 → 01/2026
  Jpmorgan Chase
  San Jose, CA
• 09/2022 → 04/2025
  Premierone Credit Union
  San Jose, CA
• 01/2022 → 09/2022
  Citibank
  San Jose, CA
• 08/2019 → 01/2022
  In N Out Burger
  San Jose, CA
• 10/2018 → 05/2019
  Chipotle
  San Jose, CA
• 01/2016 → 10/2018
  Pioneer High School
  San Jose, CA
• 05/2019 → 08/2019
  San Jose State University
  San Jose, CA
• 03/2026 → Present
  Bank Of America, N.A.
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-02

Other Names

• Talin Shaheen