Adam DormanCRD Number: 6264594
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Adam Dorman (CRD# 6264594) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 2 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Bank Of America, N.a.||Jacksonville, FL||Dec 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Oct 2013 - Current||3|
|Unemployed||Jacksonville, FL||Apr 2013 - Oct 2013||< 1|
|University Of North Florida||Jacksonville, FL||Aug 2011 - Apr 2013||1|
|Unemployed||Jacksonville, FL||May 2011 - Aug 2011||< 1|
|Florida State College At Jacksonville||Jacksonville, FL||May 2009 - May 2011||2|
|The Vitamin Shoppe||Jacksonville/ Orlando, FL||Apr 2008 - Oct 2009||1|
|Broadway Animal Hostpital||Oviedo, FL||Feb 2008 - Apr 2008||< 1|
|Unemployed||Jacksonville, FL||Oct 2007 - Jan 2008||< 1|
|American Imaging Machines||Jacksonville, FL||Sep 2007 - Oct 2007||< 1|
|Gnc||Jacksonville, FL||Feb 2007 - Aug 2007||< 1|
|Stanton College Prep School||Jacksonville, FL||Oct 2003 - Feb 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||Mar 2014|
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)
- 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)
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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