Cliff H Ahn
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Cliff H Ahn? Claim your profile
Contact this firm
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
17 years in the industry.
- Bank of America, N.A.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2025 to now
- Context Switch LLCAug 2024 to Sep 2025
- UnemployedJan 2024 to Aug 2024
- Zeplug USAMay 2023 to Jan 2024
- Fidelity InvestmentsFeb 2023 to May 2023
- UnemployedNov 2022 to Feb 2023
- Ironclad IncMar 2021 to Nov 2022
- Grid.aiJan 2021 to Mar 2021
- University of California BerkeleyJun 2019 to Mar 2022
- Thunder TokenJul 2018 to Aug 2018
- University of California BerkeleyAug 2016 to Dec 2018
- University of CaliforniaAug 2009 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7698002
- Firm CRD
- 7691