Sameer Hanania Adi

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

• 09/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Hills Estates, CA
• 09/2013 → 09/2017
  Cds
  Hawthorne, CA
• 05/2020 → Present
  Bank Of America, N.A.
  Rolling Hills Estates, CA

Other Businesses

I*5112288, Entity Type: Entity Charitable, Name of OBA: UCR Alumni Association , Address: riverside, California, 92521, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 08/13/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: As a board member, I would participate in periodic board meetings, alumni events, and volunteer initiatives designed to support the university and its alumni community. The UCR Alumni Association is a nonprofit organization that aims to strengthen connections among alumni, support current and prospective students, promote professional and personal development opportunities, and advance the university's long-term mission through alumni engagement and volunteer leadership.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-06

Other Names

• Sam Adi
• Sameer Adi