Urmi Ankit Parikh

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

• 09/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2014 → Present
  Bank Of America, N.A.
  Pennington, NJ

Other Businesses

I*360066 EntityType: For Profit Name: stream energy/ Ignite Investment related: No Address of business: Dallas, Texas, 75207 Position, title, association: Participant Start date of relationship: 10/1/2011 Number of hours devoted: 1.33 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Participant, IT is an energy company. I am sales associate. who can work with friends and family to recruit energy customers to switch energy provider. I*: 2876289 Entity Type: For Profit Name of OBA: no name Address: Newtown, PA 18940 Investment Related: No Position, Title, Association: Teacher Employee Start Date: 10/1/2025 Number of Hours: 1.5 hr wkly Number of Hours during trading: 0 Duties: Teaching kids, creating lesson plan, helping them with conversational and reading skills

Exams

• S66 Uniform Combined State Law Examination
  2014-11-14

Other Names

• Urmi Bharat Dalal
• Urmi D Parikh
• Urmi Parikh