Ashif Iqbal
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.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Morgan StanleyJan 2024 to May 2024
- UnemployedAug 2023 to Jan 2024
- The Vanguard Group, IncFeb 2022 to Aug 2023
- UnemployedNov 2021 to Feb 2022
- JPMorgan Chase Bank, N.A.Mar 2021 to Aug 2024
- UnemployedOct 2020 to Feb 2021
- Suny Stony Brook UniversityAug 2020 to May 2021
- Santander Bank, N.A.Jan 2020 to Oct 2020
- New York LifeSep 2019 to Jan 2020
- UnemployedFeb 2019 to Jul 2019
- Suny FarmingdaleAug 2018 to Dec 2019
- T-mobileMar 2017 to Aug 2019
- Suffolk County Community CollegeJan 2017 to Dec 2017
- UnemployedJan 2017 to Mar 2017
- Verizon WirelessDec 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 7170693
- Firm CRD
- 7691