J.p. Morgan Securities
47yrs
Top advisor for experience at J.p. Morgan Securities
26yrs
Mohammed Aater
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience26 years (since 2001)
How that compares ?Top 25% for experience in San Francisco
Office555 California ST, San Francisco, CA 94104
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2011 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- Jul 2009 – Feb 2011TD Ameritrade, Inc.Previously
- Jul 2009 – Feb 2011TD Ameritrade Investment Management, LLCPreviously
- May 2007 – Feb 2009Strategic Advisers LLCPreviously
Questions to ask Mohammed
Tailored to Mohammed’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Mohammed
How do I contact Mohammed?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Mohammed Aater. Mohammed works from the San Francisco, CA office.
How long has Mohammed been a financial advisor?
Mohammed has been in the industry since 2001, about 26 years. Top 25% for experience in San Francisco.
What licenses does Mohammed hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mohammed a fiduciary?
Mohammed is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mohammed paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mohammed for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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