Setareh Barber

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

• 11/2022 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
• 06/2017 → 12/2018
  Zk Grill
  Phoenix, AZ
• 06/2015 → 06/2017
  Aps Biogroup
  Phoenix, AZ
• 01/2019 → 12/2024
  Bank Of America Inc
  Scottsdale, AZ
• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 01/2025 → 02/2026
  Planned Career Pause - Parental Leave
  Scottsdale, AZ
• 04/2026 → Present
  Bank Of America, N.A.
  Scottsdale, AZ

Previous Registrations

• 2023-02-27 → 2025-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
  New York, NY
  Fountain Hills, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-02-24

Other Names

• Setareh Bakhshian