Emily Adams, financial advisor Tacoma WA
89 score

Emily Adams

CRD Number: 6281646
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Emily Adams (CRD# 6281646) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma, WA Jul 2014 - Current 2
Macy's, Inc. Silverdale, WA Jun 2014 - Current 2
Not Employed Bremerton, WA Apr 2014 - Jun 2014 < 1
Edward Jones Bremerton, WA Jan 2014 - Apr 2014 < 1
Not Employed Bremerton, WA Dec 2013 - Jan 2014 < 1
At&t Silverdale, WA Oct 2008 - Dec 2013 5
Macy's, Inc. Silverdale, WA Oct 2006 - May 2009 2
Grundens Usa Poulsbo, WA Jan 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Emily B. Adams
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • WA
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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