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Bhajan Thomas Biju

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
  2. Stansberry Asset ManagementOct 2024 to Jan 2025
  3. University of North TexasAug 2023 to Jan 2026
  4. Sewell AutomotiveAug 2023 to Oct 2024
  5. Wal-martSep 2022 to May 2023
  6. Udm CompanyJun 2021 to Aug 2021
  7. Fossil Ridge High SchoolAug 2019 to May 2023
  8. Fossil Hill Middle SchoolAug 2017 to May 2019
  9. Chisolm Trail Intermediate SchoolSep 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (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
8114685
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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