Akash Advaney
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Bank of America, N.A.Feb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- B. Riley Wealth AdvisorsJun 2023 to Nov 2024
- B. Riley Wealth ManagementApr 2023 to Nov 2024
- T3 Trading Group, LLCDec 2022 to Apr 2023
- T3 Trading Group, LLCJan 2022 to Sep 2022
- UnemployedMay 2020 to Jan 2022
- National SecuritiesJun 2017 to Aug 2018
- Penn StateAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6811734
- Firm CRD
- 7691