Adam ImpsonCRD Number: 6644883
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Adam Impson (CRD# 6644883) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenville, SC and has over 4 years of experience in the finance industry.
Apex Capital Management LLC
Sei Investments Management Corp
|Bank Of America, N.a.||Charleston, SC||May 2018 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Charleston, SC||Apr 2018 - Current||3|
|Unemployed||Charleston, SC||Jan 2018 - Mar 2018||< 1|
|Charlestowne Tobacco And Wine||Charleston, SC||May 2016 - Dec 2017||1|
|College Of Charleston||Charleston, SC||Aug 2014 - Dec 2017||3|
|Global Oak Capital Markets LLC||Charleston, SC||Feb 2017 - May 2017||< 1|
|Global Oak Capital Markets LLC||Charleston, SC||May 2016 - Aug 2016||< 1|
|The Spectator Hotel||Charleston, SC||Aug 2015 - Feb 2016||< 1|
|The Vendue Hotel||Charleston, SC||Feb 2015 - Jul 2015||< 1|
|Wade Hampton High School||Greenville, SC||Aug 2010 - May 2014||3|
|Greenville Rec||Greenville, SC||May 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2017|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, WY
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