Boriss Bikosvili
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
18 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Boriss Bikosvili? Claim your profile
Contact this firm
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
18 years in the industry.
- Bank of America, N.A.Aug 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- IhssFeb 2008 to now
- JP Morgan Securities, LLCSep 2018 to Jul 2022
- JPMorgan Chase Bank, N.A.Sep 2018 to Jul 2022
- TD Ameritrade Investment Management, LLCJan 2017 to Sep 2018
- TD Ameritrade, IncDec 2016 to Sep 2018
- E*trade Capital Management LLCSep 2015 to Dec 2016
- E*trade Securities LLCSep 2015 to Dec 2016
- Harrisdirect LLCSep 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6065130
- Firm CRD
- 7691