Shajhan Sabir

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Sterling, VA
• 11/2016 → 05/2025
  Wells Fargo Clearing Services, Llc
  Sterling, VA
• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 06/2025 → Present
  Bank Of America, N.A.
  Vienna, VA

Previous Registrations

• 2006-05-12 → 2025-05-28
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Norfolk, VA
  Herndon, VA
  Sterling, VA
  Virginia Beach, VA
  Fairfax, VA
  Sterling, VA
  Sterling, VA
  Mclean, VA
  Leesburg, VA
• 2001-06-15 → 2006-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Virginia Beach, VA
  Virginia Beach, VA

Other Businesses

RENTAL PROPERTY, INV RELATED, LEESBURG, VA, 50% OWNERSHIP, START DATE: 9/1/23, 0 HRS PER MONTH, 0 HRS DURING TRADING; RENATL PROPERTY; INV RELATED; RESTON, VA; 0.01% OWNERSHIP; START 09/01/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: NONE

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-02
• S63 Uniform Securities Agent State Law Examination
  1998-12-31