Kevin Adam, financial advisor Orlando FL

Kevin Adam

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Orlando, FL Jul 2018 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando, FL Jun 2017 - Current 3
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
Colegio Santo Americo Sao Paulo - Sp, Jan 2002 - Dec 2010 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Kevin Adam
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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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