Zad Mahana
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
9 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
9 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Equitable Advisory, LLC.Jun 2024 to Oct 2024
- UnemployedJan 2024 to May 2024
- Global Tapas LLC.Sep 2023 to Dec 2023
- University of AmsterdamAug 2022 to Dec 2022
- Coindesk IndicesJul 2021 to Dec 2021
- TradeblockJul 2021 to Dec 2021
- Lazy Dog RestaurantOct 2020 to Nov 2020
- George Washington UniversityAug 2019 to Dec 2023
- Princeton Community Park PoolJun 2018 to Aug 2018
- Princeton High SchoolSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7945251
- Firm CRD
- 7691