Malik Waleed
Malik Waleed is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Washington, DC, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1800 K St Nw, Washington, DC, 20006
Get directionsHistory
Regulatory History (3)
Judgment / Lien
May 2024Financial
August 2020Judgment / Lien
October 2019Other Business Activities
Malik is listed as a Care Agent for Consumer Direct Care Network, but does not personally commit any hours or services to the role. His great-grandmother is part of the program, and his grandmother is her primary caregiver.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Foresters Financial Services, INC.Broker
State Registrations25 states
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.