Sugar Land, TX 1212 Hwy 6 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,541,041,140,087
ClientsTotal clients
1,791,731
AdvisorsAdvisors at this office
2
Of 25,478 advisors across 3,099 offices
Location
1212 Hwy 6
Sugar Land TX 77478
Advisors at this office
2
Advisors at this office
Shyam B
Series 66
Sugar Land, TX
Merrill
Shyam Bhatia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Cetera Wealth Services, and The Prudential Insurance Company of America. Outside of advising, he serves as a board member for Houston Coffee Collective, engaging with local business owners and the community. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.
Danielle D
Series 66
Sugar Land, TX
Merrill
Danielle De Witt is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Texas A&M University System, and United Healthcare. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
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