BH
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
158 advisors
Number of Clients
10,401 clients
Average Client Portfolio
$245K average
Assets Under Management
$2.6B
Fee Structure
Financial Planning:Included in AUM fee
This firm provides access to wrap fee advisory programs. They also offer financial planning services to wrap fee clients at no additional charge. The firm also receives compensation from the Bank Deposit Sweep Program (BDSP), creating a conflict of interest.
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information
Office location
490 Cochituate Road, Framingham, MA, 01701
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2025Denied
Other Business Activities
Bakhtiar co-owns a personal rental property since 2021, spending minimal time on it. This activity is not investment-related.
Employment History
Current Registrations
Santander Securities
September 2017 - Present · 8 yrs 4 mos
Santander Securities LLC Broker
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - September 2017 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 2015 - September 2017 · 2 yrs 7 mos
LPL Financial LLC Broker
March 2014 - February 2015 · 11 mos
LPL Financial LLC
March 2014 - February 2015 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - July 2013 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2012 - July 2013 · 1 yr 1 mo
Pruco Securities, LLC. Broker
December 2011 - June 2012 · 6 mos
State Registrations19 states
CACTFLGAILMAMEMONENHNJNYORRITXVAVTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.