Nancy Monir Fahmy

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

• 04/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*549295 Entity Type: N/A Name of OBA: Rental Property 1 Address:Montclair, NJ Investment Related:No Position, Title, Association:Sole owner Start Date:11/01/2021 No Hours: 2 Yearly No Hours during trading:0 Duties:N/A I*859231 Entity Type: For Profit / Financial Institution Name of OBA: Institutional Capital Network, Inc. Address:Greenwich, CT Investment Related:Yes Position, Title, Association:Other Start Date:05/23/2022 No Hours: 12 Monthly No Hours during trading:12 Duties:Board Observer Seat for a company that offers a platform for advisors to sell alternative investments through tech-based solutions to their clients. BofA is an investor in iCapital.

Exams

• S66 Uniform Combined State Law Examination
  2001-12-17

Other Names

• Nancy M Fahmy
• Nancy Monir Fahmy
• Nancy Monik Fahmy
• Nancy Fahmy
• Nancy Monir Fahmy
• Nancy Fahmy Trojan
• Nancy Trojan
• Nancy Fahmy
• Nancy M Fahmy