Arun Kumar Sharma
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
20 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
20 years in the industry.
- Bank of America, N.A.Feb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to now
- Walgreens Boots AllianceSep 2023 to Oct 2023
- Icici Lombard Gic LtdSep 2021 to Jul 2023
- Bharti AXA Gic LtdDec 2017 to Sep 2021
- Icici Lombard Gic LtdFeb 2006 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 8036383
- Firm CRD
- 7691