Danish Anwar
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to now
- UberAug 2021 to Aug 2021
- UnemployedMar 2021 to May 2021
- Habib Qatar International ExchangeDec 2019 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Oct 2019
- Cvs PharmacyOct 2018 to Dec 2018
- Dunkin DonutsSep 2018 to Oct 2018
- ChipotleAug 2018 to Aug 2018
- FyslSep 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7060148
- Firm CRD
- 7691