Stefanie Adamo, financial advisor Rolling Meadows IL

Stefanie Adamo

CRD Number: 6701325
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stefanie Adamo (CRD# 6701325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows, IL Sep 2016 - Current 5
Depaul School Of North East Florida Jacksonville, FL Sep 2015 - Jul 2016 < 1
Carter G Woodson Elementary Jacksonville, FL Dec 2012 - Jun 2015 2
Unemployed Jacksonville, FL Aug 2012 - Dec 2012 < 1
J Allen Axson Montessori School Jacksonville, FL Aug 2009 - Aug 2012 3
Tjf Holding Company Jacksonville, FL May 2010 - Dec 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Stefanie Adamo
Phone Number: 800-637-7455
Registered State(s):
  • IL
  • 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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