Irena Nikolova

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

• 07/2015 → 06/2024
  Suntrust Bank
  Fort Myers, FL
• 08/2015 → 06/2024
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 06/2024
  Suntrust Advisory Services
  Atlanta, GA
• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2021 → 06/2024
  Truist Financial
  Cape Coral, FL
• 07/2024 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2016-11-09 → 2024-06-04
  Truist Advisory Services, Inc.
  Fort Myers, FL
  Fort Myers, FL
  Fort Myers, FL
  Cape Coral, FL

Other Businesses

I*: 2540268 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Fort Myers, FL 33908 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 07/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Sole owner of rental property I*3065264 Entity Type: Not for Profit Name of OBA: Springer Nature Journal Address: New York, New York, 10036 Investment Related: No Position, Title, Association: Author Employee Start Date: 11/10/2025 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Academic Journal Co-authoring a cultural anthropology article on Roma minorities as part of my PhD degree studies

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-07
• S63 Uniform Securities Agent State Law Examination
  2015-10-16

Other Names

• Irena Slavtcheva Nikolova Gueorguiev
• Irena S. Nikolova