Rahil Shah

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

• 10/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 02/2021 → 10/2021
  Bank Of America
  Seekonk, MA
• 10/2020 → 01/2021
  Ll Bean
  Cranston, RI
• 07/2020 → 10/2020
  Flat Waves Restaurant
  Middletown, RI
• 11/2019 → 07/2020
  Geosyntec Consultants
  Houston, TX
• 04/2018 → 10/2019
  Brightview Landscape Development
  Raleigh, NC
• 01/2012 → 04/2018
  Maharaja Indian Cuisine
  Narragansett, RI
• 01/2015 → 01/2018
  Api Construction
  Providence, RI
• 09/2010 → 12/2017
  University Of Rhode Island
  South Kingstown, RI
• 06/2017 → 09/2017
  Town Of Smithfield, Rhode Island
  Smithfield, RI
• 02/2022 → Present
  Bank Of America, N.A.
  Lincoln, RI

Previous Registrations

• 2022-03-29 → 2024-08-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
  New York, NY
  Riverside, RI
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-03-28