HM
HM

Hakeem Muhammad

1 Year of Experience
Fort Lauderdale, FL
Broker

Hakeem Muhammad is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fort Lauderdale, FL, with 1 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

3030 Davie Blvd, Fort Lauderdale, FL, 33312

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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 Activities

Hakeem is a consultant for Maverick's Capital Investments LLC, spending minimal time learning about entrepreneurship. He is also the treasurer for NAREB of South Florida, a non-profit organization, dedicating a few hours per week, and is listed on Perfect Oasis, LLC for estate planning purposes, spending minimal time.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2024 - Present · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2024 - Present · 1 yr 5 mos
State Registrations9 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.