Amir
Afahi

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5776664
Investment Advisor
in Los Angeles, CA

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About this Advisor

Amir Afahi is a financial advisor working in Los Angeles, California with 6 years of relevant experience. Afahi is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Afahi has worked at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Chase Bank. Afahi holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business operating out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in assets among its 2,864,234 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth clients who have more than $1 million in assets. The business performs a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

2049 Century Park E
Los Angeles, CA 90067

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

CA Average: $7,464,549,021
Total Number of Employees

36,687

CA Average: 88
Total Number of Accounts

2,864,234

CA Average: 3,892
Average Account Size

$381,844

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Amir Afahi Work History

Amir has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - Present (7 years)

Bank Of America, N.A

2015 - 2017 (2 years)

Chase Bank

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2010 - 2015 (5 years)

Jpmorgan Chase Bank Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amir Afahi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Frederick Thielker
Hingham, MA
Roger Glasgow
Chevy Chase, MD
Francis Abella
Napa, CA
Jonathan Pickert
Westlake Village, CA
Jorgie Fis
Jacksonville, FL
Meriam Abbo
San Diego, CA
Victoria Deyo
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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