Ahmed Malik
Advisor at Merrill — Miami Beach, FL
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.
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.
Credentials
Series 66
Experience Industry experience
14 years
Location
Miami Beach, FL
Merrill
Institution
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
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami Beach, FL
Miami Beach FL
Advisors at this office
5
District of Columbia · Florida · Texas · Virginia
14 years of industry experience
Bank Of America, N.a.
2012 - Present • 14 years
Vienna, VA
Merrill
2012 - Present • 14 years
Tysons Corner, VA
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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