Rabin Hourizadeh Hekmati

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

• 05/2012 → 08/2017
  Wells Fargo Bank Na
  Beverly Hills, CA
• 04/2014 → 11/2016
  Wells Fargo Advisors Llc
  Beverly Hills, CA
• 11/2016 → 08/2017
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
• 08/2017 → 06/2018
  Citigroup
  Brentwood, CA
• 06/2018 → 04/2022
  East West Bank
  Beverly Hills, CA
• 06/2018 → 04/2022
  Cetera Investment Services Llc
  St Cloud, MN
• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
• 07/2022 → Present
  Bank Of America, N.A.
  Beverly Hills, CA

Other Businesses

LA JEWELBOX. SELLING JEWELRY ONLINE. 50% OWNER, BROTHER IS OTHER 50% OWNER. I*830270, Entity Type: Entity For Profit, Name of OBA: L.A. Jewel Box, Address: los angeles, California 90049, Investment Related: N, Position, Title, Association: Owner,Other, Employee Start Date: 03/28/2019, No Hours: 0, No Hours during trading: 0, Duties: No responsibiliity, only silent partner

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-15
• S63 Uniform Securities Agent State Law Examination
  2014-09-10

Other Names

• Rabin Hourizadeh
• Rabin Hourizadeh Hekmati
• Rabin Hourizadehhekmati