Khaled
Nada

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6622593
Investment Advisor
in Carlsbad, CA
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About this Advisor

Khaled Nada is a financial advisor who works out of Carlsbad, California, who has been in the financial industry for 10 years. Nada is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Howard Community College, Howard High School, Pizza Hut Of Maryland, Bank Of America, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Nada holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Texas and Maryland. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business that has its headquarters in Carlsbad, California. It has offices in 2,958 locations and a total of 40,146 employees. It administers $820 billion in assets under management between its 2,272,151 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 4,667 charities and foundations. Of its 2,272,151 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a wide array of services, including financial planning services, 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. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

7700 El Camino Real
Carlsbad, CA 92009

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

CA Average: 88
Total Number of Accounts

2,472,247

CA Average: 3,892
Average Account Size

$322,494

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Khaled Nada Work History

Khaled has 10 years of experience.

2016 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - Present (3 years)

Bank Of America, N.A

2015 - 2016 (1 year)

Bank Of America

2013 - 2015 (2 years)

Howard Community College

2011 - 2015 (4 years)

Pizza Hut Of Maryland

2008 - 2013 (5 years)

Howard High School

Disclosures

Khaled Nada has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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