Meghna Shah

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

• 06/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Parsippany, NJ
• 01/2016 → 06/2017
  Bank Of America, N.A.
  Parsippany, NJ
• 09/2017 → Present
  Bank Of America, N.A.
  Parsippany, NJ

Other Businesses

I*502437 For profit or not for profit: Name of outside business organization: Hemang Shah and Meghna Shah Investment related: N Address of business: Hickory, New Jersey, 28601 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 1/1/2022 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I*7692 For profit or not for profit: Name of outside business organization: Meghna Shah Investment related: Address of business: Swindon, 25 Nature of business: , Position, title, association: , Start date of relationship: 10/1/2015 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2017-10-19

Other Names

• Meghna P Shah