Ousama Ibrahim Sbeah

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York , NY
• 05/2026 → Present
  Bank Of America, N.A
  New York, NY
• 10/2016 → 10/2016
  Wells Fargo
  Manalapan, NJ
• 03/2012 → 09/2016
  Td Bank
  Metuchen, NJ
• 10/2016 → 04/2022
  Bank Of America, Na / Merrill Lynch
  Pennington, NJ
• 04/2022 → 04/2026
  Blackstone Inc.
  New York, NY
• 04/2022 → 04/2026
  Blackstone Securities Partners
  New York, NY

Previous Registrations

• 2017-01-23 → 2022-04-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-07-16

Other Names

• Sam I Sbeah
• Ousama Sbeah
• Ousama Ibrahim Sbeah