Stephen Adamchak, financial advisor Tampa FL

Stephen Adamchak

CRD Number: 6681969
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stephen Adamchak (CRD# 6681969) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Tampa, FL Feb 2020 - Current 4
Merrill Lynch Jacksonville, FL Jul 2018 - Current 5
Florida State University Tallahassee, FL Aug 2014 - May 2018 3
Ameropa Singapore Ameropa, Jul 2017 - Aug 2017 < 1
Merrill Lynch Princeton, NJ Jun 2016 - Aug 2016 < 1
Mack's Pizza Of Stone Harbor Stone Harbor, NJ May 2015 - Aug 2015 < 1
Mack's Pizza Of Stone Harbor Stone Harbor, NJ May 2014 - Aug 2014 < 1
Jesuit High School Tampa, FL Aug 2011 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Stephen M. Adamchak
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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