Ramshaa Salian Anand
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to now
- AXA Advisors, LLCJun 2020 to Aug 2020
- Fuli InvestmentMay 2019 to Jul 2019
- American Eagle Outfitters, Inc.Jun 2017 to Sep 2017
- Salian Builders & Developers, Inc.Feb 2017 to Mar 2022
- Hofstra UniversitySep 2016 to Dec 2019
- Ramshaa's Driving School, Inc.Mar 2014 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7255953
- Firm CRD
- 7691