Umair Mustafa
Advisor at Merrill — Crystal Lake, IL Northwest Highway
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
1 year
Location
Crystal Lake, IL 60014
Merrill
Institution
Umair Mustafa is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Adapt Health and Bank of America. Outside of his advisory role, he has worked as a customer service representative for Adapt Health and has experience with delivery services such as Amazon Flex and Uber Eats. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, combining internal and third-party management with cash management solutions.
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.
Crystal Lake, IL Northwest Highway
99 Northwest Highway
Crystal Lake IL 60014
Advisors at this office
1
Illinois · Texas
1 year of industry experience
Bank of America, N.A.
2025 - Present • 1 year
Northbrook, IL
Merrill
2025 - Present • 1 year
Northbrook, IL
Adapt Health
2022 - 2025 • 3 years
Elmhurst, IL
Aerotek/ Aston Carter
2021 - 2022 • 1 year
Chicago, IL
Amazon Flex Driver
2019 - 2022 • 3 years
Hoffman Estates, IL
Uber Eats Driver
2019 - 2019 • 1 year
Hoffman Estates, IL
Visionworks
2013 - 2022 • 9 years
Hoffman Estates, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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