Mehrzad Yousefi
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- Bank of America, N.A.Nov 2024 to now
- HomegoodsSep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporateJun 2022 to now
- Tiffany & Co.Nov 2021 to Mar 2022
- Big LotsOct 2019 to Nov 2021
- HomegoodsNov 2016 to Dec 2019
- Life Event / Had To Take Care of My FamilyJul 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7991897
- Firm CRD
- 7691