Rajeev Dhillon
Rajeev Dhillon is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 10 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
One Bryant Park, New York, NY, 10036
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Regulatory History (1)
Customer Dispute
January 2026Other Business Activities
Rajeev is an officer at Whispering Ventures LLC, acting as a broker for UK companies, and owns rental properties in the UK managed by Hardings. He also serves as a strategic advisor for Genies Inc, an avatar technology company, dedicating a few hours per week to each of these roles.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Arq Advisors LLCBroker
Global Capital Strategies
Global Capital Strategies
Cantella & CO., INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations24 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.