Amir Modarres

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

• 06/2023 → 02/2024
  Equitable Advisors, Llc
  New York, NY
• 09/2018 → 11/2018
  Paris Baguette
  New York, NY
• 02/2019 → 05/2019
  The American Museum Of Natural History
  New York, NY
• 06/2021 → 07/2021
  Royalty Motors Llc
  Bridgeton, NJ
• 09/2019 → 05/2023
  Upper East Side Dentistry
  New York, NY
• 02/2024 → 08/2025
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 02/2024 → 08/2025
  J.P. Morgan Securities Llc
  New York, NY
• 08/2015 → 08/2018
  Unemployed
  New York, NY
• 12/2018 → 01/2019
  Unemployed
  New York, NY
• 06/2019 → 08/2019
  Unemployed
  New York, NY
• 07/2022 → 08/2022
  Royalty Motors Llc
  Bridgeton, NJ
• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2025 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2024-02-22 → 2025-08-10
  J.P. Morgan Securities Llc
  New York, NY
• 2023-09-15 → 2024-02-12
  Equitable Advisors, Llc
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-09-13

Other Names

• Amir Modarres
• Amir Ali Modarres