Aspen Razi Gitter
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.
- Bank of America, N.AApr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- UnemployedJan 2025 to Mar 2025
- Fidelity InvestmentsMay 2024 to Jan 2025
- Self-employedJun 2023 to May 2024
- Northwestern MutualJun 2022 to Jun 2023
- Strategic ResponseJul 2021 to Jun 2022
- University of MiamiAug 2020 to May 2024
- Mission Pest ControMar 2020 to Jul 2021
- Golden Road Food Services LLCNov 2019 to Mar 2020
- Fresh BrothersSep 2019 to Feb 2020
- Torrey Pines High SAug 2017 to May 2020
- UnemployedJun 2017 to Aug 2017
- American International School of IsraelAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7593642
- Firm CRD
- 7691