Habib Murad

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lewisville, TX
• 03/2026 → Present
  Jee Tech Usa Inc.
  Austin, TX
• 07/2023 → 08/2025
  General Motors
  Warren, MI
• 04/2022 → 04/2023
  Jenoptik Automotive North America
  Rochester Hills, MI
• 01/2015 → 05/2021
  Kuka Systems North America
  Sterling Heights , MI
• 08/2025 → 02/2026
  Unemployed
  Warren, MI
• 05/2023 → 07/2023
  Unemployed
  Rochester Hills, MI
• 05/2021 → 03/2022
  Unemployed
  Sterling Heights, MI
• 07/2026 → Present
  Bank Of America, N.A.
  Lewisville, TX

Other Businesses

Entity Type: For Profit Name of OBA: JEE Tech USA Inc Address: Austin, TX, 78749 Investment Related: No Position, Title, Association: Employee Employee Start Date: 2026/03/03 No. Hours: 20/MTHLY No. Hours during Trading: 0 Duties: Reviewing technical specifications for automation equipment and drafting proposals. Coordinating with engineering and project management teams to estimate timelines, materials and labor requirements. The role is entirely technical and operational and focused on industrial engineering solutions. It involves no retail consumers, no capital rising, no investment, no financial or securities-related advice or services. I*4647267 Entity Type: For Profit, Publicly Traded Name of OBA: JEE Tech USA Inc. Address: Austin, Texas, 78749 Investment Related: No Position, Title, Association: Employee Employee Start Date: 03/03/2026 Number of Hours: 20, Monthly Number of Hours during trading: 0 Duties: Industrial Automation and Engineering My responsibilities are strictly technical, administrative and operational within a B2B framework. My primaries duties include: Reviewing technical specifications for automation equipment and drafting proposals. Coordinating with engineering and project management teams to estimate timelines, materials and labor requirements. The role is entirely technical and operational and focused on industrial engineering solutions. It involves no retail consumers, no capital rising, no investment, no financial or securities-related advice or services. All duties are performed completely outside of bank of America business hours and remote. Examples of projects : Connecting with Vehicle manufacturing companies Engineering management to explore potential relationship and future projects RFQs. Preparing proposals to Design and install Battery module assembly lines for Electric Vehicle at General Motors plants.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-14