Nader Razavi
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to now
- J.P. Morgan Securities LLCSep 2023 to Oct 2023
- First Republic Investment Management, IncDec 2022 to Jul 2023
- First Republic Securities Company, LLCDec 2022 to Jul 2023
- First Republic BankNov 2022 to Jul 2023
- Unionbanc Investment ServicesFeb 2010 to Nov 2022
- Union BankAug 2009 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4900899
- Firm CRD
- 7691