Munvaar Mustafa Ali
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- Youngstown State UniversityAug 2021 to now
- WalmartAug 2024 to Feb 2026
- YsuAug 2021 to Dec 2025
- WesbancoJul 2021 to Dec 2025
- LowesMar 2021 to Oct 2021
- Extended TravelSep 2020 to Feb 2021
- Giant EagleFeb 2020 to Aug 2020
- JcpenneyDec 2018 to Feb 2020
- Boardman HighschoolAug 2018 to Jun 2021
- Center Middle SchoolAug 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 8261005
- Firm CRD
- 7691