Vijay Raje Mehta

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

• 05/2023 → 02/2024
  J.P. Morgan Securities Llc
  Gurnee, IL
• 05/2023 → 02/2024
  Jpmorgan Chase Bank, N.A.
  Gurnee, IL
• 07/2018 → 07/2021
  Bank Of America
  Buffalo Grove, IL
• 11/2011 → 08/2017
  Indian Overseas Bank
  Bengaluru
• 09/2017 → 06/2018
  Unemployed
  Redmond, WA
• 08/2021 → 04/2023
  Unemployed
  Buffalo Grove, IL
• 02/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Joliet, IL
• 05/2024 → Present
  Bank Of America N.A.
  Joliet, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-04-25
• S63 Uniform Securities Agent State Law Examination
  2023-07-06

Other Names

• Nikki Mehta
• Vijay Raje Mehta
• Vijay Mehta
• Vijay Raje Mehta
• Vijayraje Mehta