Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top advisor by experience in Princeton
2yrs
Isha Doshi
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office7 Roszel Rd, Princeton, NJ 08540
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 Combined State Law Examination
Career
- Jun 2025 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
Questions to ask Isha
Tailored to Isha’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Isha
How do I contact Isha?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Isha Doshi. Isha works from the Princeton, NJ office.
How long has Isha been a financial advisor?
Isha has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Isha hold?
Series 66. Tap any license on this page to see what it allows.
Is Isha a fiduciary?
Isha is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Isha 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 Isha 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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