Kevin AdamCRD Number: 6504539
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kevin Adam (CRD# 6504539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 4 years of experience in the finance industry.
Securian Financial Services, Inc.
Certified Advisory Corp
Wells Fargo Clearing Services, LLC
|Bank Of America, N.a.||Orlando, FL||Jul 2018 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Jun 2017 - Current||5|
|Ucf Foundation Inc.||Orlando, FL||Aug 2016 - May 2017||< 1|
|University Of Central Florida||Orlando, FL||May 2013 - May 2017||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Jun 2016 - Aug 2016||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Jun 2015 - Aug 2015||< 1|
|Seaworld Parks And Operations||Orlando, FL||Apr 2014 - Aug 2014||< 1|
|Oviedo High School||Oviedo, FL||Jan 2011 - Apr 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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