Shaheen Soltankhah
Advisor at Merrill
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.
Advisor at Merrill
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.
Shaheen Soltankhah is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career in 2011 with Merrill, he has provided targeted, comprehensive financial advice and portfolio management strategies to high net worth individuals, families, and businesses. Shaheen focuses on developing and implementing long-term investment approaches tailored to each client's specific financial goals.
His areas of expertise include institutional consulting, investment consulting for defined benefit and defined contribution plans, managing new wealth, personal retirement planning, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Shaheen holds a Bachelor's Degree in Business Economics from the State University of New York College at Oneonta and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
A lifelong member of the Hudson Valley community and a Kingston native, Shaheen is dedicated to the success of his community and clients. Outside of his professional work, he enjoys music, reading, spending time with his family, traveling, and watching movies.
Bank of America, N.A.
2024 - Present (2 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2024 - Present (2 years)
Wells Fargo Clearing Services LLC
2018 - 2024 (6 years)
BANK of AMERICA, N.A.
2012 - 2018 (6 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2011 - 2018 (7 years)
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