Kriya Nikhil Amin

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

• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2020 → 04/2022
  Jp Morgan Chase And Co
  New York, NY
• 07/2019 → 08/2020
  Jp Morgan Chase And Co
  New York, NY
• 08/2015 → 07/2019
  Villanova University
  Villanova, PA
• 06/2018 → 08/2018
  Jp Morgan Chase And Co
  New York, NY

Other Businesses

I*1930286, Entity Type: Entity Charitable, Name of OBA: Nova Next-Villanova Finance Department Advisory Council, Address: Villanova,Pennsylvania 19085, Investment Related: N, Position, Title, Association: Committee, Employee Start Date: 12/06/2024, No Hours: 12, No Hours during trading: 0, Duties: Nova Next FDAC members are rising leaders across the financial industry who graduated within the last 5-15 years. Members will work with finance department leaders to ensure that we offer our students the finance skills necessary to be successful by providing a recent perspective on how to update curricula, expand professional development opportunities, and identify areas of growth for students through the interview and new hire experiences. Nova Next members will also serve as advocates for our students with their firms as we try to expand our VSB network on Wall Street and beyond. Members will serve a three-year renewable term with a $500 annual donation. There are bi-annual meetings with the Finance Department and VSB leadership. The Fall meeting is in New York City and coincides with the Student Managed Fund presentation. The Spring meeting occurs on campus

Exams

• S66 Uniform Combined State Law Examination
  2022-07-21