West Islip, NY 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 3,094 offices
Location
540 Montauk Hwy
West Islip NY 11795
Advisors at this office
2
Advisors at this office
Ashif I
Series 63, Series 66
West Islip, NY
Merrill
Ashif Iqbal is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, The Vanguard Group, and JPMorgan Chase Bank. 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, pension and profit-sharing plans, corporations, and charitable organizations.
Andre S
Series 66
West Islip, NY
Merrill
Andre Stampfel is a financial advisor with Merrill in West Islip, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and its affiliate Bank of America since 2013. Outside of his advisory role, he is an owner and manager of Nic Becca LLC, a hair and beauty salon operated jointly with his wife. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
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