Ali
Shemirani

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2770835
Investment Advisor
in West Des Moines, IA
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About this Advisor

Ali Shemirani is a financial advisor who lives in West Des Moines, Iowa. Currently an investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated a notable 22 years of work experience. Shemirani maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Shemirani is able to advise customers in Iowa and Texas. During their career, the advisor has held roles at Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is located in West Des Moines, Iowa, and has 2,958 additional locations in the country. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets throughout 2,272,151 client accounts and retains more than 40,146 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers 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. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

22 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

Yes

Office Location

7545 Ashworth Rd
West Des Moines, IA 50266

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

IA Average: 88
Total Number of Accounts

2,472,247

IA Average: 3,892
Average Account Size

$322,494

IA 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

Ali Shemirani Work History

Ali has 22 years of experience.

2011 - Present (8 years)

Bank Of America, N.A

1996 - Present (23 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Ali Shemirani has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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