Amir Modarres
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- J.P. Morgan Securities LLCFeb 2024 to Aug 2025
- JPMorgan Chase Bank, N.A.Feb 2024 to Aug 2025
- Equitable Advisors, LLCJun 2023 to Feb 2024
- Royalty Motors LLCJul 2022 to Aug 2022
- Royalty Motors LLCJun 2021 to Jul 2021
- Upper East Side DentistrySep 2019 to May 2023
- UnemployedJun 2019 to Aug 2019
- The American Museum of Natural HistoryFeb 2019 to May 2019
- UnemployedDec 2018 to Jan 2019
- Paris BaguetteSep 2018 to Nov 2018
- UnemployedAug 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7789174
- Firm CRD
- 7691