Ikram R Boukhadia

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-17
NY	RA	APPROVED	2025-07-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	10/2022	Present
Brooklyn Orthodontics	Brooklyn	NY	08/2019	04/2020
Medical And Dental Care	Brooklyn	NY	06/2017	08/2019
Fordham University	Bronx	NY	08/2018	05/2022
Fort Hamilton High School	Brooklyn	NY	09/2014	06/2018
Unemployed	Brooklyn	NY	05/2022	10/2022
Mercy Medical Care Pc	Brooklyn	NY	07/2022	08/2022

10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2019 → 04/2020

Brooklyn Orthodontics

Brooklyn, NY
06/2017 → 08/2019

Medical And Dental Care

Brooklyn, NY
08/2018 → 05/2022

Fordham University

Bronx, NY
09/2014 → 06/2018

Fort Hamilton High School

Brooklyn, NY
05/2022 → 10/2022

Unemployed

Brooklyn, NY
07/2022 → 08/2022

Mercy Medical Care Pc

Brooklyn, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-22

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