Munvaar Mustafa Ali

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
  Canfield, OH
• 07/2021 → 12/2025
  Wesbanco
  Boardman, OH
• 12/2018 → 02/2020
  Jcpenney
  Boardman, OH
• 02/2020 → 08/2020
  Giant Eagle
  Boardman, OH
• 09/2020 → 02/2021
  Extended Travel
  Boardman, OH
• 03/2021 → 10/2021
  Lowes
  Boardman, OH
• 08/2024 → 02/2026
  Walmart
  Boardman, OH
• 08/2021 → 12/2025
  Ysu
  Youngstown, OH
• 08/2014 → 06/2021
  Center Middle School
  Boardman, OH
• 08/2018 → 06/2021
  Boardman Highschool
  Boardman, OH
• 08/2021 → Present
  Youngstown State University
  Youngtown, OH
• 06/2026 → Present
  Bank Of America, N.A.
  Canfield, OH

Other Businesses

Name of the other business- Bastioncore Limited Whether the business is investment-related- No Address of the other business- Boardman, OH Nature of the other business- Real estate Your position- Owner Title, or relationship with the other business -Manager Start date of your relationship - 01/2024 Approximate number of hours/months you devote to the other business- 0 Number of hours you devote to the other business during securities trading hours- 0 Briefly describe your duties relating to the other business- Im in the process of closing the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-28

Other Names

• Munvaar M Ali
• Moon Ali