Naveed P. Merchant
Professional summary
Naveed Parvez Merchant, who also goes by Naveed Merchant, is a registered financial professional currently at INSTITUTIONAL CASH DISTRIBUTORS, LLC located in New York, New York.
Naveed is registered as a RR (Registered Representative) and started their career in finance in 2009. Naveed has worked at 2 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Naveed Parvez Merchant's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2025 - Present
INSTITUTIONAL CASH DISTRIBUTORS, LLC
Office #1: 245 Park Avenue, New York, NY 10167December 23, 2010 - August 30, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 18, 2009 - August 30, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/14/2025)
Exams
Series 7TO
Date: 5/15/2025
General Securities Representative ExaminationFINRA
Current Firm
INSTITUTIONAL CASH DISTRIBUTORS, LLC
CRD#: 149635 / SEC#: , 8-68161
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ICD INTERMEDIATE HOLDCO 2 LLC | HOLDING COMPANY | |
| BRUNER, CHRISTIAN ADAM | BOARD MEMBER | 5661505 |
| CLACK, AMY | BOARD MEMBER | 4882071 |
| HAZARD, VICTOR JAMES IV | CEO / COO | 1871503 |
| KAHNEY, DOUGLAS RYAN | CHIEF COMPLIANCE OFFICER | 4903813 |
| NEWTON, THOMAS PHILLIP | MANAGING DIRECTOR | 2114728 |
| PITTINSKY, JONATHAN DAVID | CFO/FINOP | 4291263 |
| SERRAO, ASHLEY NEIL | BOARD MEMBER | 5360541 |
| WOOD, ELISABETH KIRBY | BOARD MEMBER | 4929181 |
Red Flags
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