Summer Shkoukani

CRD 4148055 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Fort Mitchell, KY

IA RegisteredBroker

Also appears in the source record as: Samar Ayman Nabi; Samar Ayman Shkoukani

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (43): Alabama · Alaska · Arizona · Arkansas · California · Colorado · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4148055 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (7)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Fort Mitchell, KY · IA capacity

Jul 21, 2023 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Fort Mitchell, KY · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Jul 19, 2023 → Jul 19, 2023
Fifth Third Securities, Inc.
BD capacity

Mar 2, 2017 → Jul 12, 2023
Fifth Third Securities, Inc.
IA capacity

Mar 2, 2017 → Jul 12, 2023
Fifth Third Securities, Inc.
IA capacity

Apr 27, 2007 → Feb 22, 2016
Fifth Third Securities, Inc.
BD capacity

Apr 18, 2000 → Feb 22, 2016

Source & corrections

Where this page comes from

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