Anas Mahmood Chowdhury
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2020 to now
- Zetagoods LLCApr 2023 to Jul 2024
- LyftJan 2022 to Aug 2022
- UberJan 2021 to Aug 2022
- UnemployedApr 2020 to Nov 2020
- Mak & Co Chartered AccountantsMar 2018 to Mar 2020
- UnemployedOct 2017 to Feb 2018
- Bank of AmericaMar 2014 to Sep 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
- 8181746
- Firm CRD
- 7691