Haseeb R Arien
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to now
- Bank of AmericaNov 2020 to Oct 2021
- J.P. Morgan ChaseApr 2019 to Nov 2020
- Tech CriticNov 2018 to Apr 2019
- Tarrant County CollegeAug 2017 to May 2020
- J.P. Morgan ChaseJul 2017 to Nov 2018
- Home DepotApr 2017 to Jul 2017
- Jack In the BoxJul 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7314172
- Firm CRD
- 7691