Shervin
Saedinia
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Shervin Saedinia is a financial advisor who works in Pasadena, California, with a total of 12 years of relevant experience. Saedinia works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Saedinia has held roles at Merrill Lynch, Pierce, Fenner And Smith Inc and Bank Of America, N.A. Saedinia has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It oversees $1 trillion in total assets across its 2,864,234 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc has 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. Financial management fees largely depend on which services are provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Shervin Saedinia Work History
Shervin has been registered as a financial advisor for 12 years.*
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
*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 Shervin Saedinia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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