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Sindhu Eggiar Marakkanam

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 IncorporatedSep 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith Incorporated (org Id: 7691Jun 2026 to now
  3. Behavior FrontiersApr 2025 to May 2025
  4. Utd Reasoning LabJan 2024 to May 2026
  5. University of Texas At DallasAug 2022 to May 2026
  6. KumonJul 2021 to Apr 2022
  7. Kumon Math and Reading Center of Southwest FriscoJul 2021 to Apr 2022
  8. Rick Reedy High SchoolAug 2018 to May 2022
  9. Pioneer Heritage Middle SchoolAug 2015 to May 2018

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
8305837
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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