Adan Powley, financial advisor Pennington NJ

Adan Powley

CRD Number: 6597287
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Adan Powley (CRD# 6597287) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Dec 2015 - Current 5
Pepper Hamilton LLP Philadelphia, PA Jun 2013 - Dec 2015 2
Unemployed Yardley, PA Dec 2012 - Jun 2013 < 1
Beacon Hill Staffing Group, LLC Los Angeles, CA May 2013 - May 2013 < 1
Providus Group (contracted To Quinn Emanuel Urquhart & Sullivan) Los Angeles, CA Aug 2009 - Dec 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Adan M. Powley
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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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