Henna Nazari
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.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- Fidelity InvestmentsJul 2025 to May 2026
- HomemakingSep 2024 to Jul 2025
- AllworkSep 2024 to Sep 2024
- UnemployedJul 2024 to Sep 2024
- Bank of America, N.A.Apr 2024 to Jul 2024
- UnemployedAug 2023 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Aug 2023
- Morgan Lewis & BockiusMar 2022 to Jun 2022
- Bracamontes & Vlasak, P.C.Mar 2021 to Jul 2021
- Robert Half LegalOct 2020 to Mar 2021
- Sonia Corina Inc.Dec 2018 to Nov 2022
- University of California BerkeleyAug 2018 to Jun 2020
- Community College TahoeMay 2018 to Aug 2018
- Diablo Valley CollegeAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7668116
- Firm CRD
- 7691