NP
NP

Nisha Partab

12 Years of Experience
Apopka, FL
1 DisclosureBroker

Nisha Partab is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Apopka, FL, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

33 E Main St, Apopka, FL, 32703

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History

Regulatory History (1)
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Criminal
February 2007
Final Disposition
Other Business Activities

Nisha is an independent stylist for nail accessories through a sole proprietorship, dedicating minimal time. She also owns N.I.E. Sales LLC and NIE Ventures LLC, spending a few hours per week on each, for online sales and rental property management, respectively.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Pruco Securities, LLC.Broker
March 2012 - May 2017 · 5 yrs 2 mos
State Registrations10 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nisha Partab - Financial Advisor | TrueAdvisor