Alvand A Fakhari

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

• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, MD
• 12/2022 → 12/2023
  Lincoln Financial
  Silver Spring, MD
• 04/2024 → 06/2024
  Northwestern Mutual
  District Of Columbia, DC
• 01/2024 → 04/2024
  Unemployed
  Gaithersburg, MD
• 08/2012 → 05/2022
  Student
  Baltimore, MD
• 06/2022 → 12/2022
  Unemployed
  Gaithersburg, MD
• 08/2024 → Present
  Bank Of America, N.A.
  Columbia, MD

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30

Other Names

• Alvand Fakhari
• Alvand Andrew Fakhari