Julian Orlando Irizarry

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

• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 07/2025 → 12/2025
  Blue Cross Blue Shield Of Rhode Island
  East Providence, RI
• 01/2025 → 07/2025
  Amica Mutual Insurance Company
  Lincoln, RI
• 03/2024 → 01/2025
  Jay's Mobile Auto Detailing
  Cranston, RI
• 07/2022 → 01/2024
  Lily Rose Transportation Llc (Avis And Budget Group)
  Providence, RI
• 09/2021 → 07/2022
  Plant City
  Providence, RI
• 01/2024 → 03/2024
  Door Dash
  Providence, RI
• 06/2021 → 09/2021
  Providence Playcorps
  Providence, RI
• 12/2015 → 06/2021
  Unemployed
  Providence, RI
• 08/2021 → 04/2025
  Johnson And Wales University
  Providence, RI

Exams

• S66 Uniform Combined State Law Examination
  2026-05-19

Other Names

• Julian O Irizarry