Melika Assadi

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

• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Worth, FL
• 01/2021 → 01/2023
  Allstate
  Orlando, FL
• 03/2016 → 11/2016
  Unemployed
  Longwood, FL
• 10/2020 → 01/2021
  Unemployed
  Orlando, FL
• 04/2020 → 07/2020
  Unemployed
  Orlando, FL
• 11/2016 → 01/2017
  Panera Bread
  Winter Park, FL
• 01/2017 → 03/2017
  Panera Bread
  Gainesville, FL
• 02/2017 → 01/2018
  Sonny's Bbq
  Gainesville, FL
• 01/2018 → 05/2018
  Luxottica Retail
  Gainesville, FL
• 07/2018 → 09/2018
  Grub Burger
  Gainesville, FL
• 09/2018 → 11/2018
  O2B Kids
  Gainesville, FL
• 11/2018 → 12/2018
  Guitar Center
  Gainesville, FL
• 12/2018 → 04/2019
  Bj's Restaurants Inc.
  Gainesville, FL
• 09/2018 → 09/2018
  Jne Candy Co Llc
  Gainesville, FL
• 06/2019 → 07/2019
  Keke's Breakfast Cafe
  Gainesville, FL
• 06/2019 → 07/2019
  Dick'S Sporting Goods
  Gainesville, FL
• 08/2019 → 01/2020
  Gmri, Inc. (Bahama Breez Restaurant)
  Gainesville, FL
• 12/2019 → 04/2020
  Banker's Life
  Orlando, FL
• 07/2020 → 08/2020
  Aimark Inc.
  Maitland, FL
• 07/2020 → 08/2020
  Adastra Management Group Inc.
  Maitland, FL
• 09/2020 → 10/2020
  Orlando Heart And Vascular Center
  Orlando, FL
• 08/2020 → 08/2020
  Publix
  Orlando, FL
• 01/2017 → 01/2017
  Unemployed
  Longwood, FL
• 05/2018 → 07/2018
  Unemployed
  Gainesville, FL
• 04/2019 → 06/2019
  Unemployed
  Gainesville, FL
• 07/2019 → 08/2019
  Unemployed
  Gainesville, FL
• 08/2020 → 09/2020
  Unemployed
  Orlando, FL
• 06/2015 → 12/2016
  Valencia College
  Orlando, FL
• 01/2017 → 07/2017
  Santa Fe College
  Gainesville, FL
• 08/2017 → 12/2019
  University Of Florida
  Gainesville, FL
• 03/2023 → Present
  Bank Of America, N.A.
  Lake Worth, FL

Other Businesses

I*2244355, Entity Type: Entity For Profit, Name of OBA: M A, Address: Lake Worth , Florida, 33460, Investment Related: N, Position, Title, Association: ["Owner"], Employee State Date: 03/19/2025, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: Selling sourdough bread, cookies, and cinnamon rolls to my local community, including friends, family, and neighbors. I*2912275, Entity Type: Entity For Profit, Name of OBA: Not yet affiliated - pursuing FL Real Estate Sales License, Address: Lake Worth Beach, Florida, 33460, Investment Related: Y, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 10/31/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: This Activity will be limited to representing myself and immediate family members in personal real estate transactions. It is not an active business and will not involve soliciting outside clients. Expected time committed is occasional and minimal, on an as-needed basis.The outside organization is engaged in real estate brokerage and property transactions, regulated by the Florida DBPR

Exams

• S66 Uniform Combined State Law Examination
  2022-10-10