Adam Puskar, financial advisor Princeton NJ
89 score

Adam Puskar

CRD Number: 6185575
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Adam Puskar (CRD# 6185575) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Princeton, NJ 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. Princeton, NJ Jun 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton, NJ Apr 2013 - Current 3
Unemployed Whitehall, PA May 2012 - Apr 2013 < 1
Susquehanna University Selinsgrove, PA Jun 2007 - May 2012 4
B. Braun Medical Inc. Bethlehem, PA Jun 2010 - Aug 2010 < 1
Allentown Central Catholic High School Allentown, PA Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Adam D. Puskar
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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