Remon Dawood
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Mar 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to now
- UnemployedJul 2019 to Feb 2020
- UnemployedJul 2018 to Jun 2019
- American Lending Inc.Feb 2018 to Dec 2019
- LyftOct 2016 to Feb 2017
- Uber, Inc.Oct 2016 to Feb 2017
- County of Ornge Social Services Agency.Jun 2013 to Apr 2017
- State of California (souma Mikhail)Aug 2012 to Jun 2018
- State of California for (dawood Ibrahim)Aug 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7237447
- Firm CRD
- 7691