Amir Hossein Kompanian

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

• 09/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 09/2015 → Present
  Bank Of America, N.A.
  Newport Beach, CA

Other Businesses

I*519337 For profit or not for profit: Entity For Profit Name of outside business organization: AMIKO TRADE Investment related: N Address of business: irvine, California, 92612 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/2/2021 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , bank act I*134112 For profit or not for profit: For-Profit Organization Name of outside business organization: Mauro Niebla Investment related: N Address of business: IRVINE, California 92612 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 11/2/2020 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: selling; Fresh produce like avocado, jalapeño, peppers, wheat, corn. responsibilities; Purchasing product, packaging, shipping? organization work; administrative work and operational tasks like researching about the quality of the products.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-23

Other Names

• Amir Kompanian
• Amir H Kompanian