Iryna Perry
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to now
- UnemployedApr 2022 to Oct 2022
- Tapfin / Citizens BankJan 2022 to Apr 2022
- Healthcare Financial IncNov 2021 to Jan 2022
- UnemployedAug 2021 to Oct 2021
- Tapfin / Citizens BankJan 2021 to Aug 2021
- Citizens BankMar 2020 to Oct 2020
- Saks Fifth AvenueNov 2016 to Jan 2021
- SwarovskiJul 2010 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7656227
- Firm CRD
- 7691