Syeda Husnaa Mahmood
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2026 to now
- Ae Wealth Management, LLCFeb 2026 to Jun 2026
- Scott Tucker Solutions, IncJan 2026 to Jun 2026
- UnemployedSep 2025 to Dec 2025
- Sage Private Wealth Group, LLCOct 2024 to Aug 2025
- Wells Fargo Clearing Services, LLCJun 2022 to Oct 2024
- J Kelly & AssociatesJun 2021 to Jun 2022
- Optioncare HealthJan 2020 to Jun 2021
- Chegg IncAug 2019 to Jan 2021
- LenscraftersMar 2018 to Jul 2019
- Charlotte RusseMar 2017 to Mar 2018
- Bon-ton Stores, IncDec 2016 to Dec 2016
- University of Illinois At ChicagoAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7592660
- Firm CRD
- 7691