Nitin Mehra

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
  Bank Of America, N.A.
  Boston, MA
• 04/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

I*1556319, Entity Type: Entity For Profit, Name of OBA: Rental Property 1, Address: Gurugram, Haryana 122098, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 03/01/2018, No Hours: 1, No Hours during trading: 0, Duties: Owner of Rental Property I*2238270, Entity Type: , Name of OBA: A M, Address: North Reading, Massachusetts, 01864, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 30-Jan-2025, No Hours: 0.5 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2239328, Entity Type: , Name of OBA: A M, Address: North Reading, Massachusetts, 01864, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 30-Jan-2025, No Hours: 0.5 Weekly, No Hours during Trading: 0 Weekly, Duties: I*3337266, Entity Type: Entity For Profit, Name of OBA: Upward Holdings LLC, Address: North Reading, Massachusetts, 01864, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 12/18/2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: Managing Member and Resident Agent REAL ESTATE -- TO ACQUIRE, MORTGAGE, SELL, LEASE, AND THE LIKE OF REAL PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-05