Mohit Prem Lalwani
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
22 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Mohit Prem Lalwani? Claim your profile
Contact this firm
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
22 years in the industry.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- The Sherwin William CompanyOct 2023 to Dec 2025
- UnemployedApr 2023 to Oct 2023
- Vodafone Idea LimitedJun 2004 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8206318
- Firm CRD
- 7691