Adam Amiri

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 06/2024 → 04/2025
  Charles Schwab
  Phoenix, AZ
• 03/2024 → 05/2024
  My Community Legal
  Robina
• 05/2025 → 07/2025
  Unemployed
  Tempe, AZ
• 08/2021 → 05/2025
  Arizona State University
  Tempe, AZ
• 06/2023 → 08/2023
  Nordstrom
  Newport Beach, CA
• 05/2022 → 07/2022
  Retrofit Design Inc
  Edmonton
• 05/2021 → 08/2021
  Travel
  Edmonton
• 09/2018 → 05/2021
  Strathcona Composite High School
  Edmonton
• 07/2016 → 08/2019
  Derrick Golf & Winter Club
  Edmonton
• 09/2015 → 06/2018
  Riverbend Junior High
  Edmonton
• 12/2025 → Present
  Bank Of America, N.A.
  Scottsdale, AZ

Other Businesses

I*3287264Entity Type: CharitableName of OBA: National Alliance on Mental IllnessAddress: New York, NY 10018Investment Related: NoPosition, Title, Association: OtherEmployee Start Date: 10/03/2025Number of Hours: 4, WeeklyNumber of Hours during trading: 0Duties: Nonprofit organization centered around providing support and guidance for individuals and friends/families of individuals dealing with mental health struggles I am an advocacy ambassador & outreach volunteer currently, I assist with various events they host to help provide awareness and support for those struggling while also being an active support of mental health on social media I*3691279Entity Type: Entity CharitableName of OBA: WPC Alumni CouncilAddress: Tempe, Arizona, 85281Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 04/10/2026Number of Hours: 4, MonthlyNumber of Hours during trading: 3, MonthlyDuties: The W. P. Carey Alumni Council is a group of dedicated alumni who serve as ambassadors for the school in their companies, regions and communities. These leaders represent the W. P. Carey School of Business proudly, help strengthen alumni programs and advance the school¿s mission. Meet for a full day of programming each semester (twice annually) and as needed for special projects or initiatives throughout the year. Contribute time, talents and resources to advance the alumni and student experience. Collaborate with fellow alumni to create a meaningful impact within the W. P. Carey community. I*3691289, Entity Type: , Name of OBA: Gift Planning Advisory Council, Address: Tempe, Arizona, 85281, Investment Related: N, Position, Title, Association: Membe , Employee Start Date: 02/25/2026, No Hours: 4 Monthly, No Hours during Trading: 2 Monthly, Duties: GPAC members will provide education in their respective fields related to EGP at ASUF. Through service, members will gain insight and education into research, programs, initiatives, and opportunities for philanthropic endeavors of ASUFs donors across the University and will be kept up to date on recent developments at ASU. GPAC members will meet three times a year (fall, winter, and spring), most often on one of ASUs Arizona campuses. Arizona State University Foundation (ASUF) Gift Planning Advisory Council (GPAC) is used to gain education around various industries to help ask make more informed decisions. There is no advice being implemented by members, its strictly a sounding board for what they are doing, and education from it's members. I*5040267 Entity Type: Entity Charitable Name of OBA: CHATs Toastmasters Address: Scottsdale, Arizona, 85260 Investment Related: No Position, Title, Association: Officer Employee Start Date: 08/03/2026 Number of Hours: 2, Weekly Number of Hours during trading: 1, Weekly Duties: Toastmasters International is a nonprofit educational organization that develops members' public speaking, communication, and leadership skills through local clubs holding regular meetings for prepared speeches, impromptu speaking, and peer evaluation. My involvement is with a local Scottsdale club. I am an elected, unpaid club officer serving as Vice President of Public Relations. I promote the club and its meetings, manage club communications, publicity, and social media, support membership awareness and growth, and coordinate with the club's officer team. I also participate as a general member by giving speeches and evaluating others through the Toastmasters educational program. The role is a volunteer communication and leadership position. I*5039268 Entity Type: Charitable Name of OBA: Social Venture Partners Addresss: Phoenix, AZ 85016 Investment Related: No Position, Title, Associate Partner Start 8/24/2026 Hrs: 5/mo.Hrs during trading: 1

Exams

• S66 Uniform Combined State Law Examination
  2025-01-04