Lisa Adamonis-Pile, financial advisor Williamsburg VA
89 score

Lisa Adamonis-Pile

CRD Number: 6157085
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lisa Adamonis-Pile (CRD# 6157085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Suffolk, VA Apr 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Suffolk, VA Apr 2015 - Current 1
Lpl Financial LLC Newport News, VA Oct 2014 - Mar 2015 < 1
Raymond James Financial Services Advisors Inc. Newport News, VA Nov 2013 - Oct 2014 < 1
Townebank Newport News, VA Jul 2013 - Oct 2014 1
Raymond James Financial Services Newport News, VA May 2013 - Oct 2014 1
Towne Investment Group Newport News, VA Feb 2013 - Oct 2014 1
Towne Bank Newport News, VA Feb 2013 - Oct 2014 1
Raymond James Financial Services Newport News, VA Feb 2013 - May 2013 < 1
Townebank Newport News, VA Feb 2012 - Feb 2013 1
Lisa Pile Interiors Newport News, VA Oct 2009 - Feb 2012 2
Eo Crawford & Sons Williamsburg, VA Nov 2008 - Oct 2009 < 1
Centex Homes Suffolk, VA May 2005 - Oct 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Lisa D. Adamonis-Pile
Phone Number: 800-637-7455
Registered State(s):
  • VA
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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