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Arushee Divyakirti

11 Years of Experience
Westborough, MA
BrokerSells Insurance

Arushee Divyakirti is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Westborough, MA, with 11 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

1700 W Park Dr, Westborough, MA, 01581

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Arushee brokers non-registered insurance products with outside insurance carriers, dedicating minimal time to this activity. She also owns K-Software Solutions LLC as an investor and co-owns rental property with family members, both requiring minimal time, and volunteers as a director for Ekal Vidyalaya Foundation of USA for a few hours per week.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2022 - Present · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Eagle Strategies LLC
June 2021 - July 2022 · 1 yr 1 mo
Nylife Securities LLCBroker
June 2014 - July 2022 · 8 yrs 1 mo
State Registrations16 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.