Stefanie AdamoCRD 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.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|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|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- 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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