Rabin Hourizadeh hekmati
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.
- Bank of America, N.A.Jul 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- Cetera Investment Services LLCJun 2018 to Apr 2022
- East West BankJun 2018 to Apr 2022
- CitigroupAug 2017 to Jun 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2017
- Wells Fargo Advisors LLCApr 2014 to Nov 2016
- Wells Fargo Bank NAMay 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
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
- 6327415
- Firm CRD
- 7691