Ali R Shemirani

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Bank Of America, N.A.
  Des Moines, IA
• 05/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Des Moines, IA

Other Businesses

I*1877264, Entity Type: Entity Not for Profit, Name of OBA: Rosewood Homeowners Association, Address: Urbandale,Iowa 50323, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 06/11/2024, No Hours: 0, No Hours during trading: 0, Duties: Board member of my HOA, with primary duty as landscaping coordinator

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-04
• S63 Uniform Securities Agent State Law Examination
  1996-09-24

Other Names

• Ali Shemirani