Adam Walsh, financial advisor Manchester Center VT

Adam Walsh

CRD Number: 2371045
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Adam Walsh (CRD# 2371045) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. New York, NY Sep 2010 - Current 13
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Aug 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S66 NASAA Uniform Combined State Law Examination Oct 2003
Contact Info for Adam M. Walsh
Phone Number: 800-637-7455
Registered State(s):
  • MS
  • NJ
  • NY
  • RI
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
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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