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Advisors / Massachusetts / Boston
46yrs

Edward George Nabhan

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith

Boston, MA 02110Top 1% experience in BostonFiduciary advisor
Call the officeDirections

At a glance

Experience46 years (since 1980)
How that compares ?Top 1% for experience in Boston
Office100 Federal ST, Boston, MA 02110
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state

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 Investment Adviser Law Examination

Career

  1. 2016 – now
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
  2. 2009 – 2016
    Morgan StanleyPreviously
  3. Aug 2008 – Jun 2009
    Morgan Stanley & Co. LLCPreviously

Questions to ask Edward

Tailored to Edward’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

About Edward

How do I contact Edward?

Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Edward George Nabhan. Edward works from the Boston, MA office.

How long has Edward been a financial advisor?

Edward has been in the industry since 1980, about 46 years. Top 1% for experience in Boston.

What licenses does Edward hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Edward a fiduciary?

Edward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Edward 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 Edward 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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