Raj Sharma
usinfo | 2013-08-15 18:29
Registered Titles: Investment Advisor Representative, Broker-Dealer Agent
Individual CRD #: 1764403
Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Phone (800) 937-0866
Current Office Address One Federal Street BOSTON - PBIG
Boston, Massachusetts, 02110
United States
Total Assets Under Management $384,978,824,030
Number of Advisory Clients 100+
Average Balance in Accounts $285,282
IndUS Business Journal columnist Raj Sharma, a Merrill Lynch managing director of investments and a private wealth advisor for the firm’s private banking and investment group in Boston, has been nationally recognized by the firm’s Private Banking and Investment Group as the top financial advisor in Boston.
Sharma was also recognized in Barron magazine’s annual “America’s Top 100 Financial Advisors” list, published on April 16. According to Barron’s, Sharma is No. 26 overall in this list.
Additionally, earlier this year, Sharma was also recognized by Barron’s magazine in its annual ranking of the nation’s top financial advisors on the state level: “America’s Top 1,000 Advisors: State-by-State.”
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