Neeraj S Parasher

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

• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 09/2020 → 08/2023
  Foliobeyond Llc
  1050 Park Avenue Suite 6A, NY
• 01/2020 → 09/2020
  Curenav
  Magnolina, TX
• 11/2014 → 08/2020
  Parasher Investments
  Houston, TX
• 09/2023 → 04/2024
  Unemployed
  Houston, TX
• 06/2024 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*2817285 Entity Type: Charitable Name of OBA: The Council on Recovery Address:Houston Texas Investment Related:No Position, Title, Association:Board Member,Other Start Date:06/03/2019 No Hours: 50 Yearly No Hours during trading:0 Duties:Advisory board member of the Cradles Program. I help organize the Christmas gift drive and am Santa for the annual Cradles Program Christmas party where the council delivers gifts and baby supplies (i.e diapers, bottles etc.) to mothers in early recovery.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-14

Other Names

• Neeraj Singh Parasher