Adviser and broker representative · Merrill Lynch, Pierce, Fenner & Smith Incorporated
Hrag Kortoshian
CRD 6730826 · Woodland Hills, CA
At a glance
Hrag Kortoshian is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Hrag’s SEC record dates to 2022, about 4 years ago. Hrag is also registered as a broker representative.
Current advisory firm
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSince July 2022Woodland Hills, CA · $1.78T in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Hrag’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Mohammed AaterWoodland Hills
- Brittney-Louise S. BellWoodland Hills
- Natasha M. BonelliWoodland Hills
- Jennifer R. BruehlWoodland Hills
- Edward J. CoganWoodland Hills
- Sandra M. CourserWoodland Hills
- Paul T. FeltenWoodland Hills
- Christian M. FuessWoodland Hills
Every advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated →Merrill Lynch, Pierce, Fenner & Smith Incorporated: assets, clients and custodians →Merrill news, moves and payouts →Financial advisors in Woodland Hills, CA →Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Woodland Hills →Advisor Moves: who changed firms this week →