Mohammad Akram Abusbeitan
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 to now
- UberDec 2022 to May 2024
- TravelDec 2019 to Jan 2020
- US Concepts LLCNov 2019 to Dec 2019
- Lithia Motors Inc.Sep 2019 to Nov 2019
- Travel TimeOct 2018 to Aug 2019
- Jerusalem Star Restaurant Management coMay 2017 to Sep 2018
- TravelApr 2017 to May 2017
- National Bonds CorporationJan 2017 to Mar 2017
- West Virginia UniversityJan 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7946583
- Firm CRD
- 7691