Khaled M Nada
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Last updated 2026-10-10
Claim your profileKhaled M Nada is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, CRD 6622593. Licenses and exams on the registration: Series 66. IAPD registration began 2016-05-18.
Registration
- CRD number
- 6622593
- Registration status
- Active
- IAPD registration
- 2016-05-18
- Industry Experience
- 10 years
- Work Experience
- 10 years
- States registered
- CA, TX
Licenses and exams
- Series 66
Work history
- 2016-03 to 2017-09 · Merrill Lynch, Pierce, Fenner & Smith Inc. · Hunt Valley, MD
- 2017-09 to 2019-07 · Bank of America/merrill Lynch, Pierce, Fenner & Smith Inc. · Carlsbad, CA
- 2021-03 to 2021-10 · Dunham & Associates Investment Counsel, Inc · San Diego, CA
- 2021-10 to 2024-02 · Raymond James Financial Services, Inc · Chula Vista, CA
- 2021-10 to 2024-02 · Raymond James Financial Services Advisors, Inc · Chula Vista, CA
- 2021-10 to 2024-02 · Mission Federal Credit Union · San Diego, CA
- 2019-07 to 2021-03 · Not Employed · San Diego, CA
- 2024-03 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Newport Beach, CA
Current employment
- Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY
Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Regulatory AUM
- $1,781,568,171,479
- Registered advisors
- 25,565
- Offices
- 5,327
- Clients per advisor
- 71.9 (Moderate)
- Average AUM per client
- $968.8K (Low)
- High-net-worth client ratio
- 28.4% (Moderate)
Merrill Lynch, Pierce, Fenner & Smith Incorporated: advisors, services and reported ETF investments
About
Khaled M Nada is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Reported securities licenses include Series 66. The latest record indicates 10 years of industry experience and 10 years of reported work history. Reported roles include Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Mission Federal Credit Union, Dunham & Associates Investment Counsel, Inc, among others.
Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.
What this firm offers
Filed by Merrill Lynch, Pierce, Fenner & Smith Incorporated on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
Contact
The firm's filed contact details.
Official record
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