Noon Taha
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.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Key ResidentialJan 2022 to now
- Columbus Community CenterAug 2020 to now
- Morgan StanleyAug 2024 to Mar 2025
- Right At HomeJan 2024 to Jun 2024
- F4llMar 2023 to Aug 2024
- Friends for LifeJan 2022 to May 2022
- Superior CareSep 2021 to Jul 2023
- Turn Community ServicesDec 2019 to Feb 2021
- University of UtahAug 2019 to May 2024
- Seven PeaksJun 2019 to Aug 2019
- KfcJun 2017 to Dec 2019
- Junior High-high SchoolAug 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7946998
- Firm CRD
- 7691