Mohammed Arafat Khan

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

• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2016 → 09/2019
  Jpmorgan Chase & Co
  New York, NY

Other Businesses

I*1813280, Entity Type: Entity For Profit, Name of OBA: MZK Properties LLC, Address: Brooklyn, NY, 11218, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 04/29/2024, No Hours: 2hrs/mo., No Hours during trading: 0, Duties: This business was set up to solely manage the mortgage payments, expenses, and maintenance for all the rental properties I currently own and others I intend to purchase in the future.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-30
• S63 Uniform Securities Agent State Law Examination
  2013-10-18

Other Names

• Mohammed A Khan
• Mohammed Khan
• Mohammed A Khan
• Mohammed Arafat Khan