Irie M Adams

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

• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Patchogue, NY
• 10/2021 → 01/2025
  Teachers Federal Credit Union
  Hauppauge, NY
• 02/2021 → 10/2021
  The Advance Group
  Farmingdale, NY
• 08/2015 → 05/2019
  Peapod
  Riverhead, NY
• 10/2020 → 02/2021
  Goodkind Group
  Farmingdale, NY
• 06/2019 → 09/2020
  Unemployed / Homemaker
  Medford, NY
• 10/2020 → 10/2020
  Speedway
  Farmingdale, NY
• 04/2025 → Present
  Bank Of America, N.A.
  Patchogue, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-05-29