Ishaan Anil Jagiasi

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2024 → 11/2025
  Seers Assets Llc
  New York, NY
• 11/2025 → 04/2026
  Unemployed
  New York, NY
• 05/2023 → 04/2024
  Unemployed
  New York, NY
• 08/2021 → 05/2023
  Pennsylvania State University
  University Park, PA
• 07/2020 → 05/2021
  University Of Alabama
  Tuscaloosa, AL
• 01/2020 → 05/2020
  West Virginia University
  Wilmington, DE
• 08/2019 → 01/2020
  University Of Kansas
  Lawrence, KS
• 08/2018 → 05/2019
  5.ST. Joseph Central Catholic High School
  Huntington, WV
• 02/2018 → 05/2018
  Oak Hill Academy
  Mouth Of Wilson, VA
• 08/2015 → 01/2018
  Concord High School
  Wilmington, DE
• 05/2026 → Present
  Bank Of America, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-01-17

Other Names

• Ishaan Jagiasi