Eddi Kalantarzadeh
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.AJun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- J.P. Morgan Securities LLCJun 2023 to Mar 2026
- JPMorgan Chase Bank, N.A.Jun 2023 to Mar 2026
- Midfirst BankApr 2021 to Jun 2023
- Enterprise Rent-a-carSep 2020 to Apr 2021
- UnemployedAug 2020 to Aug 2020
- Bbva BankApr 2020 to Jul 2020
- UnemployedFeb 2020 to Mar 2020
- Wells Fargo BankApr 2018 to Jan 2020
- UnemployedNov 2017 to Mar 2018
- Caspian Food MarketNov 2016 to Oct 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
- 7775442
- Firm CRD
- 7691