Ishaan Anil Jagiasi
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Ishaan Anil Jagiasi? 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
11 years in the industry.
- Bank of America, N.AMay 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- UnemployedNov 2025 to Apr 2026
- Seers Assets LLCApr 2024 to Nov 2025
- UnemployedMay 2023 to Apr 2024
- Pennsylvania State UniversityAug 2021 to May 2023
- University of AlabamaJul 2020 to May 2021
- West Virginia UniversityJan 2020 to May 2020
- University of KansasAug 2019 to Jan 2020
- Oak Hill AcademyFeb 2018 to May 2018
- Concord High SchoolAug 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8261156
- Firm CRD
- 7691