Baran Alaeehosseini
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Mar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- J.P. Morgan Securities LLCMay 2023 to Jan 2026
- JP Morgan Chase Bank, N.A.May 2023 to Jan 2026
- UnemployedApr 2023 to Apr 2023
- ChipotleFeb 2023 to Mar 2023
- UnemployedOct 2022 to Feb 2023
- Baran AlaeehosseiniSep 2020 to Sep 2022
- Wood StoreSep 2018 to Sep 2020
- UnemployedOct 2017 to Aug 2018
- Samimi PartnershipJun 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7749231
- Firm CRD
- 7691