Naveed Heravi (CRD# 7500336) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brookline, MA and has 1 year of experience in the finance industry.
CRD# 4689919
Abraham, Robert Ralph Jr
CRD# 5466021
Fidelity Personal And Workplace Advisors
CRD# 4124104
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Newton, MA | Apr 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton, MA | Apr 2019 - Current | 5 |
| Red Tree Real Estate | Brookline, MA | Nov 2018 - Apr 2019 | < 1 |
| Shambala Cultural Industry Investment Company, Ltd. | Beijing, | Sep 2016 - Oct 2018 | 2 |
| Huixin Company And Gic Insulation Distribution Jv Meihui | Beijing, | Jul 2015 - Sep 2016 | 1 |
| Vandergeeten & E.g. Distriselecta International Trading Company Ltd. | Beijing, | Mar 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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