Pratibha Sharma
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
24 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
24 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Ameriprise Financial Services, LLCSep 2023 to Jun 2025
- PNC BankFeb 2022 to Sep 2023
- HomemakingSep 2021 to Jan 2022
- Somerset Insurance AdvisorOct 2017 to Aug 2021
- Allstate InsuranceOct 2017 to Jul 2021
- Ogorzalek Family AgencyApr 2017 to Jul 2017
- UnemployedJun 2002 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7808784
- Firm CRD
- 7691