Milad Naji
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- LPL Financial LLCFeb 2024 to Jul 2025
- Diamond Group Wealth AdvisorsFeb 2023 to Jul 2025
- UnemployedJan 2023 to Feb 2023
- La Law Inc.Sep 2022 to Dec 2022
- UnemployedMay 2022 to Sep 2022
- Loyola Marymount UniversityAug 2019 to May 2022
- Diablo Valley CollegeMay 2017 to May 2019
- Monte Vista High SchoolAug 2014 to May 2017
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
- 7705680
- Firm CRD
- 7691