Amarinder Sandhu

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

• 07/2016 → 01/2020
  Key Bank
  Salem, OR
• 08/2016 → 01/2020
  Key Investment Services
  Salem, OR
• 02/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-21
• S63 Uniform Securities Agent State Law Examination
  2016-12-08

Other Names

• Amarinder Sandhu
• Amarinder Singh Sandhu