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Director · Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nancy Monir Fahmy

CRD 2689751 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Merrill Lynch, Pierce, Fenner & Smith Incorporated, an SEC-registered broker-dealer firm based in New York, NY with $1.8 trillion in regulatory assets, lists Nancy Monir Fahmy on its Form ADV as Director, a control person. The SEC filings also name Nancy at 1 other registered adviser.

Firms and roles

AtlasMembers

Nancy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (16)

  • Lindsay Denardo HansState Designated Principal & Director, Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • David Carleton Jr HeatonChief Legal Officer, Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Eric A SchimpfDirector & Chief Executive Officer, State Designated Principal, Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Susan F AxelrodChief Compliance Officer, Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Vincent C. SantannaChief Operations Officer & Finop, Merrill Lynch, Pierce, Fenner & Smith Incorporated

11 more people named with Nancy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 16 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.