Sarah Moghari
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to now
- LululemonOct 2022 to Jan 2023
- John Carroll UniversitySep 2022 to May 2023
- St. Matthew's University School of MedicineJan 2022 to Apr 2022
- UnemployedAug 2019 to Sep 2022
- American University of AntiguaAug 2019 to Dec 2021
- Aquity Solutions LLCJun 2019 to Aug 2019
- John Carroll UniversityJan 2017 to Jun 2019
- ScribeamericaJan 2017 to Jan 2018
- Ohio State UniversityAug 2014 to Dec 2016
- Abercrombie & Fitch/ HollisterAug 2013 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7696195
- Firm CRD
- 7691