Eddi Kalantarzadeh

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

• 04/2021 → 06/2023
  Midfirst Bank
  Scottsdale, AZ
• 09/2020 → 04/2021
  Enterprise Rent-A-Car
  Phoenix, AZ
• 04/2020 → 07/2020
  Bbva Bank
  Scottsdale, AZ
• 04/2018 → 01/2020
  Wells Fargo Bank
  Scottsdale, AZ
• 11/2016 → 10/2017
  Caspian Food Market
  Scottsdale, AZ
• 06/2023 → 03/2026
  J.P. Morgan Securities Llc
  Scottsdale, AZ
• 06/2023 → 03/2026
  Jpmorgan Chase Bank, N.A.
  Scottsdale, AZ
• 06/2013 → 10/2016
  Unemployed
  Scottsdale, AZ
• 02/2020 → 03/2020
  Unemployed
  Scottsdale, AZ
• 08/2020 → 08/2020
  Unemployed
  Scottsdale, AZ
• 11/2017 → 03/2018
  Unemployed
  Unemploiyed, AZ
• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Glendale, AZ
• 06/2026 → Present
  Bank Of America, N.A
  Glendale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-08-05
• S63 Uniform Securities Agent State Law Examination
  2023-10-11

Other Names

• Eddie Kalantarzadeh