Adam Anakota (CRD# 7175198) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clara, CA and has over 3 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | San Jose, CA | Jul 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose, CA | May 2022 - Current | 2 |
| Hsbc Securities (usa) Inc. | Fremont, CA | Jun 2020 - May 2022 | 1 |
| Hsbc Bank Usa, N.a. | Fremont, CA | Sep 2019 - May 2022 | 2 |
| Fgy Stone & Cabinet | Hayward, CA | Sep 2018 - Sep 2019 | 1 |
| Unemployed | Hayward, CA | Feb 2017 - Aug 2018 | 1 |
| Infinitel Communication Inc. | San Jose, CA | Dec 2006 - Feb 2017 | 10 |
| Clickaway Corporation | Campbell, CA | Jun 2016 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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