Amira Ibrahim

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-02-03
TX	RA	APPROVED	2024-08-08
NY	RA	APPROVED	2024-07-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	04/2024	Present
Cvs Health	East Brunswick	NJ	05/2018	08/2019
Unemployed	East Brunswick	NJ	03/2017	05/2018
Novartis Pharma	Dammam		09/2012	03/2017
Bank Of America	Edison	NJ	08/2019	04/2024

04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
05/2018 → 08/2019

Cvs Health

East Brunswick, NJ
03/2017 → 05/2018

Unemployed

East Brunswick, NJ
09/2012 → 03/2017

Novartis Pharma

Dammam
08/2019 → 04/2024

Bank Of America

Edison, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-02

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