Edward George Nabhan

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

• 04/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 05/2016 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2009-06-01 → 2016-05-13
  Morgan Stanley
  Boston, MA
• 2008-08-05 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boston, MA

Other Businesses

I*93837FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CSE REAL ESTATE LLCINVESTMENT RELATED: NADDRESS OF BUSINESS:WELLESLEY, MASSACHUSETTS 2481NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 1/1/2015 NUMBER OF HOURS DEVOTED: 0 ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PARTNER IN A FAMILY LLC FOR THE PURPOSE OF OWNING A PIECE OF REAL ESTATEI*392436 Entity Type: For Profit Name of outside business organization: CSE real Estate LLC Investment related: No Address of business: Wellesley, Massachusetts, 02481Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 3/16/2023Number of hours devoted: 1 hour Yearly Number of hours devoted during trading hours: 0 Duties: Partner in a family LLC for the purpose of owning a piece of real estateI*2190305, Entity Type: Fiduciary role Name of OBA: E G N TTEE U/A DTD 12/30/2020 BY S B N, Address: Gulfstream, Florida, 33483, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 07-Feb-2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:I*2577266, Entity Type: Fiduciary role Name of OBA: E G N TTEE U/A DTD 12/30/2020 BY S B N, Address: Gulfstream , Florida, 33483, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 06/24/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*4323275 Entity Type: Entity Charitable Name of OBA: Palm Beach Zoo Address: West Palm Beach, Florida, 33405 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/22/2026 Number of Hours: 8, Yearly Number of Hours during trading: 0, Yearly Duties: Animal Zoo Board of Directors .. asked to be on the Finance Committee The role on the finance committee is strictly for advice on the annual budget and business strategy.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-12
• S63 Uniform Securities Agent State Law Examination
  1980-07-25

Other Names

• Edward G Nabhan