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Sasha Geneva Howard

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.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to now
  2. Bank of America N.AAug 2021 to now
  3. InstacartNov 2021 to Dec 2022
  4. Fitness TogetherJul 2021 to Nov 2021
  5. Touch of WellnessJul 2021 to Nov 2021
  6. Sasha Geneva Howard LLCSep 2020 to Oct 2021
  7. Signet JewelersAug 2014 to Aug 2020

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (MD, 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
7712682
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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