Arun Soorakulanthakan
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.
About
Arun Soorakulanthakan serves as a Financial Advisor and leads the Next Gen focus of The Hill Country Group (THCG) at Merrill Lynch Wealth Management. In his role, he manages and networks with next-generation clients and guides 401k participants through a proactive, scheduled education process aimed at promoting consistent engagement and informed decision-making. Arun works closely with clients to understand their short-, mid-, and long-term financial goals, providing resources ranging from general investing to retirement planning and saving for unexpected events.
Arun holds a High School Diploma from Spencerport High School and is a graduate of the University of Rochester in New York. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Additionally, he provides clients access to specialists in banking, credit, home financing, and small business solutions through Bank of America.
Residing in Los Angeles, Arun spends his time outside of work with his Doberman Pinscher, Mia.
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
General retirement planning
Retirement income strategy
Income planning
Demographic focus
Young Professionals
HENRY (High Earners, Not Rich Yet)
Location
607 W 3 Rd St
Austin, TX 78701
Most active in
Arun S has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Merrill
2022 - Present (4 years)
J.P. Morgan Securities
2020 - 2022 (2 years)
JPMorgan Chase Bank, N.A.
2020 - 2022 (2 years)
Bank of America
2019 - 2020 (1 year)
Merrill
2019 - 2020 (1 year)
Unemployed
2018 - 2018 (1 year)
Synact
2018 - 2018 (1 year)
Mathnasium
2015 - 2018 (3 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.
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Lawyer
They provide legal services, typically billed separately.
Rajit M
Series 65
Pflugerville, TX
Premca LLC
Kai L
Series 66
Austin, TX
Solaris Private Wealth Management
Andrew O
CFA®, Series 65
Austin, TX
Blue Tower Asset Management, LLC
Mark M
CFP®, Series 63
Austin, TX
Mark Monreal & Associates
Christopher D
Series 66
Austin, TX
DeStefano Wealth Management
Michael M
CFP®, Series 63
Austin, TX
Mullett Financial LLC
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