Arian Panahpourtehrani

$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	2026-06-19

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Jose	CA	02/2026	Present
Bank Of America	San Jose	CA	12/2019	02/2026
Citi Bank	San Jose	CA	01/2017	12/2019
Sears	San Jose	CA	10/2015	01/2017
Bank Of America, N.A.	San Jose	CA	05/2026	Present

02/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA
12/2019 → 02/2026

Bank Of America

San Jose, CA
01/2017 → 12/2019

Citi Bank

San Jose, CA
10/2015 → 01/2017

Sears

San Jose, CA
05/2026 → Present

Bank Of America, N.A.

San Jose, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-18