Shavkat
Safaev
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Shavkat Safaev is a financial advisor operating out of Vienna, Virginia, who has 5 years of relevant experience. Safaev is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Safaev has held roles at Morgan Stanley, Catapult Learning, Blue Ridge Family Insurance Agency, Axa Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Croppmetcalfe, Berlitz Corporation, Kelly Services, Inc, Michaels Stores, Inc, Frankcrum and Bank Of America, N.A. Safaev has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas and Virginia. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business operating out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 advisors. It handles $1 trillion in assets under management among its 2,864,234 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth clients who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc has a diverse assortment 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 advice largely depend on the financial services. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of any 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
Shavkat Safaev Work History
Shavkat has been registered as a financial advisor for 5 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Axa Advisors, LLC
Croppmetcalfe
Michaels Stores, Inc
Frankcrum
Blue Ridge Family Insurance Agency
Kelly Services, Inc
Morgan Stanley
Berlitz Corporation
Catapult Learning
*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 Shavkat Safaev 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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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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