Huma Mohiuddin
Financial advisor at Merrill
Based in Boston, Massachusetts, Huma Mohiuddin is a fiduciary financial advisor with 23 years of industry experience. Huma has been with Merrill since 2025; before that, Huma spent two years at J.P. Morgan Securities and three years at Northern Trust Securities. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Services through Merrill
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.
Career
- Apr 2025 – nowMerrillCurrent firm
- Oct 2010 – May 2012J.P. Morgan Securities LLCPreviously
- 2006 – 2009Northern Trust Securities, Inc.Previously
- 2004 – 2006Morgan Stanley DW Inc.Previously
Questions to ask Huma
Tailored to Huma’s registration and firm.
- 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?
My notes and scorecard
About Huma
How do I contact Huma?
Call Huma’s local office at (617) 946-4000 or the Merrill main office at (800) 637-7455, and ask for Huma Mohiuddin.
How long has Huma been a financial advisor?
Huma has been in the industry since 2004, about 23 years. More experience than 71% of advisors in Boston.
What licenses does Huma hold?
Series 66. Tap any license on this page to see what it allows.
Is Huma a fiduciary?
Huma is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Huma paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Huma for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.