Shanta
Ajodha
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Shanta Ajodha is a financial advisor operating out of Fort Lee, New Jersey who has 6 years of relevant experience. Ajodha is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Berkeley College. Ajodha holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company based in New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It controls $1 trillion in total assets between its 2,864,234 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm provides a diverse set 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. Fees charged by financial advisors typically depend on the services. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised 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
Shanta Ajodha Work History
Shanta has been registered as a financial advisor for 6 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Berkeley College
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 Shanta Ajodha 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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