Neda Sabbagh
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- Wells Fargo Clearing Services, LLCJul 2021 to Sep 2024
- Bank of AmericaNov 2020 to Jul 2021
- Santander BankJul 2020 to Nov 2020
- TD BankJun 2020 to Jul 2020
- Signet JewelersOct 2019 to Dec 2019
- HomemakerJan 2019 to Jun 2020
- University of Massachusetts BostonSep 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7427482
- Firm CRD
- 7691