Adam Cress, financial advisor Las Vegas NV

Adam Cress

CRD Number: 7123186
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Adam Cress (CRD# 7123186) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Las Vegas, NV Jul 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas, NV May 2019 - Current 3
Med James Inc. Las Vegas, NV Jun 2017 - May 2019 1
Unemployed Las Vegas, NV Apr 2017 - Jun 2017 < 1
Kaufman Financial Group - Burns And Wilcox Ltd Las Vegas, NV Dec 2016 - Apr 2017 < 1
Bank Of America Reno, NV Oct 2015 - Dec 2016 1
Kaufman Financial Group - Burns And Wilcox Reno, NV May 2014 - Sep 2015 1
University Of Nevada Reno, NV Jan 2013 - Apr 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Adam Cress
Phone Number: 800-637-7455
Firm Website: http://www.ml.com
Registered State(s):
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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