Ahmed Malik
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Miami Beach, FL
Credentials
Series 66
Industry experience
13 years
Ahmed Malik is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been helping clients since 2012. He specializes in advising families and small businesses on money management strategies and navigating potential pitfalls. His expertise includes asset management, trust and wealth transfer strategies, risk management, college and education planning, retirement planning, tax minimization strategies, credit and liquidity management, philanthropic services, and providing access to family offices and banking through Bank of America.
Ahmed holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. in conjunction with Georgetown University. He also earned a Bachelor of Science degree in Finance from George Mason University School of Business. His client focus areas include college education planning, executive and equity compensation services, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income.
Beyond his professional work, Ahmed is interested in basketball, biking, boating, camping, reading, and scuba diving. His approach centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most to them.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
Miami Beach, FL
District of Columbia · Florida · Texas · Virginia
Bank Of America, N.a.
2012 - Present (14 years)
Merrill
2012 - Present (14 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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