Akbar
Tirmizey

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7624247
Investment Advisor
in Jacksonville, FL

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About this Advisor

Akbar Tirmizey is a financial advisor operating in Jacksonville, Florida with a total of 1 year of relevant experience. Tirmizey is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Tirmizey has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Savings Bank Life Insurance, Allstate Insurance, Goji Insurance, Affinity Realty, Uno Restaurants, Medical Specialties Distributors, Meteorix, Houghton Mifflin Harcourt, Feeley And Driscoll P.C, Nazzaro Community Center, Gordon Parry Cpa, New Horizon Promotions, Intellia Therapeutics and Massachusetts Institute Of Technology. Tirmizey maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Rhode Island and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 employees. It oversees $1 trillion in assets across its 2,864,234 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a wide array of services, such as 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 largely are based on which services are offered. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

4800-4804 Deer Lake Dr Me - Consumer Investments Client Services
Jacksonville, FL 32246

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL 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

Akbar Tirmizey Work History

Akbar has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2022 (2 years)

Savings Bank Life Insurance

2019 - 2020 (1 year)

Allstate Insurance

2018 - 2019 (1 year)

Allstate Insurance

2018 - 2018 (< 1 year)

Goji Insurance

2017 - 2018 (1 year)

Affinity Realty

2017 - 2017 (< 1 year)

Intellia Therapeutics

2016 - 2017 (1 year)

Uno Restaurants

2016 - 2016 (< 1 year)

Medical Specialties Distributors

2016 - 2016 (< 1 year)

Meteorix

2015 - 2016 (1 year)

Houghton Mifflin Harcourt

2015 - 2015 (< 1 year)

New Horizon Promotions

2015 - 2015 (< 1 year)

Massachusetts Institute Of Technology

2014 - 2015 (1 year)

Feeley And Driscoll P.C

2013 - 2013 (< 1 year)

Gordon Parry Cpa

2012 - 2014 (2 years)

Nazzaro Community Center

*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 Akbar Tirmizey 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
Curtis Reynolds
Newport Beach, CA
Tifany Gilmore
Atlanta, GA
Charles Franckowiak
Westmont, IL
Thomas Holder
Stuart, FL
Jennifer Roensch
Vienna, VA
Barbara Kinsey
Jacksonville, FL
Jennifer Winstel
Charlotte, NC

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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