Zeeshan Mir
Advisor at Merrill
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.
Firm
Merrill
Location
Bridgewater, NJ 08807
Credentials
Series 63, Series 65
Industry experience
34 years
About
Zeeshan Mir is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 31 years of experience in wealth management. Since joining Merrill in 2002, he has worked with a diverse clientele, including business owners, medical and legal professionals, corporate executives, and others with growing wealth. His expertise spans corporate executive services, retirement planning, investment consulting for defined contribution and benefit plans, legacy and philanthropic planning, liquidity management, and small business strategies.
Zeeshan holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He assists business owners through all stages of the business cycle, addressing needs such as cash management, financing, and succession planning, often by implementing defined benefit or contribution plans. As a Senior Portfolio Manager, he manages personalized or defined investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies.
Educated at Rutgers University with a Bachelor’s degree in Economics, Zeeshan is also a member of the United States Chess Federation and participates in tournament chess. He resides in Branchburg, New Jersey, with his wife and two sons. Outside of work, he enjoys activities such as travel, biking, golfing, and chess. Zeeshan and his team contribute pro bono support to charitable organizations, including involvement with Girls on the Run.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Business succession planning
Wealth management
Occupation focus
Founder/Business Owner
Executive
Doctor or Medical Professional
Attorney
Demographic focus
Young Families
Location
100 Somerset Corporate Blvd
Bridgewater, NJ 08807
Most active in
Zeeshan M has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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