Sondos
Abedallah

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7183896
Investment Advisor
in Burlington, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sondos Abedallah is a financial advisor based in Burlington, Massachusetts, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Sondos has previously held positions at J. P. Morgan Securities LLC, J.P. Morgan Chase Bank, N.A, Santander Bank, Citizens Bank, Ali Alghanim And Sons Automotives, Asia Consultation And Private Training, Danah Universal School Of Kuwait, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America N.A. Sondos has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Connecticut and Texas. Currently, Sondos is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Burlington, Massachusetts. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

25 Burlington Mall Rd
Burlington, MA 01803

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

MA Average: 88
Total Number of Accounts

2,911,578

MA Average: 3,892
Average Account Size

$436,737

MA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Sondos Abedallah Work History

2023 - Present (1 year)

Bank Of America N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Citizens Bank

2019 - 2021 (2 years)

J. P. Morgan Securities LLC

2019 - 2021 (2 years)

J.P. Morgan Chase Bank, N.A

2018 - 2019 (1 year)

Santander Bank

2017 - 2018 (1 year)

Citizens Bank

2016 - 2016 (< 1 year)

Ali Alghanim And Sons Automotives

2015 - 2016 (1 year)

Asia Consultation And Private Training

2014 - 2016 (2 years)

Danah Universal School Of Kuwait

Disclosures

Please visit the SEC profile of Sondos Abedallah 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
Stefanos Newman
New York, NY
Kounian Ding
Bethesda, MD
Nicholas Crippen
Leawood, KS
Nicole Giovanniello
New York, NY
Joshua Leu
Pasadena, CA
Seung Yoo
Columbus, OH
Richard Flores
San Rafael, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started