Sami Aslam

Advisor at J.P. Morgan Securities

Updated today

Location

Port Washington, NY 11050

Credentials

Series 63, Series 66

Industry experience

10 years

About

Sami Aslam is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to helping them achieve those objectives. Sami provides ongoing advice and adjusts investment plans as clients’ situations evolve.

He holds the Personal Investment Advisor (PIA) designation and has completed an Associate's Degree at Nassau Community College. Sami is fluent in English and Urdu.

His professional focus includes assisting clients with managing competing financial priorities such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. Sami emphasizes personalized, one-on-one collaboration to create strategies aligned with what matters most to each client and their family.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management College savings (529s, UTMA, etc.) Caring for aging parents Medicare planning

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

115 Main Street

Port Washington, NY 11050

Most active in

New York · Texas

Work history

JPMorgan Chase BAnk, N.A.

2026 - Present (1 year)

J.P. Morgan Securities

2026 - Present (1 year)

Merrill Lynch Wealth Management

2025 - 2026 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2024 - 2026 (2 years)

Bank of America/Merrill Lynch

2024 - 2025 (1 year)

Citigroup/Citibank

2011 - 2024 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

Brooklyn, NY

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Zachary Hilty is the sole advisor at Hilty Wealth Management LLC in Brooklyn, NY, with two years of industry experience. He holds a Series 65 credential and has worked in talent development and photography roles at the Billy Farrell Agency alongside his advisory practice. Hilty Wealth Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses primarily on equities, exchange-traded funds, and equity options strategies, using both fundamental and technical analysis within documented client risk frameworks.

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Wealth management Passive / index investing General retirement planning
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Active portfolio management
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Javier R

Series 63, Series 66

Brooklyn, NY

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Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
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