Emaad M Tareen
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- UnemployedJun 2024 to Aug 2024
- Ucsb Housing, Dining, & Auxiliary EnterprisesApr 2024 to Jun 2024
- Dm Baker Media RelationsSep 2023 to Jan 2024
- UnemployedAug 2023 to Sep 2023
- Yonsei UniversityJun 2023 to Aug 2023
- Uc Santa BarbaraSep 2022 to Jun 2024
- University of California, Santa BarbaraAug 2022 to Jun 2024
- Jersey Mike's SubsFeb 2021 to Aug 2022
- Foothill CollegeJun 2020 to Sep 2022
- Design Thinking for TeensSep 2019 to Mar 2020
- National Institute for Mentoring Business Leaders & EntrepreneurJul 2019 to Aug 2019
- UnemployedSep 2016 to Jun 2020
- Mountain View High SchoolAug 2016 to Jun 2020
Exams passed
- 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
- 7977434
- Firm CRD
- 7691