Adam Ulatoski (CRD# 6089494) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 5 years of experience in the finance industry.
CRD# 4349024
C.m.bidwell & Associates Ltd
Score
107
CRD# 2940880
Wall Street Financial Group, Inc.
Score
103
CRD# 2504698
Afam Capital, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Austin, TX | Nov 2012 - Current | 4 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Austin, TX | Jun 2012 - Current | 5 |
| Iron Mountain | Austin, TX | Jun 2011 - Jun 2012 | 1 |
| Img College | Austin, TX | Jun 2010 - Jun 2011 | 1 |
| Unemployed | Austin, TX | May 2010 - Jun 2010 | < 1 |
| Houston Texans | Houston, TX | Apr 2010 - May 2010 | < 1 |
| Training For Nfl | Scottsdale, AZ | Jan 2010 - Apr 2010 | < 1 |
| Ut - Austin | Austin, TX | Jul 2009 - Jan 2010 | < 1 |
| Gsdm | Austin, TX | Jun 2009 - Jul 2009 | < 1 |
| Ut - Austin | Austin, TX | Jul 2008 - Jun 2009 | < 1 |
| Frank Erwin Center | Austin, TX | Jun 2008 - Jul 2008 | < 1 |
| Ut- Austin | Austin, TX | Jan 2005 - Jun 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- TX
-
Total Assets Under Management575,342MILLIONS
-
Total Number of Accounts1,715,259ACCOUNTS
-
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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