Adam LeonCRD Number: 6742547
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Adam Leon (CRD# 6742547) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 3 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Bank Of America, N.a.||San Francisco, CA||Dec 2019 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Aug 2019 - Current||1|
|Jpmorgan Chase Bank, Na||Discovery Bay, CA||Oct 2017 - Aug 2019||1|
|Jp Morgan Securities LLC||San Francisco, CA||Dec 2016 - Aug 2019||2|
|Jp Morgan Chase Bank||San Francisco, CA||Dec 2016 - Oct 2017||< 1|
|Bank Of America||Antioch, CA||Dec 2014 - Dec 2016||2|
|The Men's Wearhouse||Antioch, CA||Apr 2014 - Jan 2015||< 1|
|Unemployed||Oakley, CA||Feb 2013 - Apr 2014||1|
|Bryant Transmission Center||San Francisco, CA||Jul 2012 - Feb 2013||< 1|
|Cal Bay Express||Dublin, CA||Mar 2012 - Jun 2012||< 1|
|Unemployed||Oakley, CA||Feb 2012 - Mar 2012||< 1|
|Us Army||Lawton, OK||Jan 2012 - Feb 2012||< 1|
|Unemployed||Oakley, CA||Sep 2011 - Jan 2012||< 1|
|Tilly's||Brentwood, CA||Jun 2011 - Sep 2011||< 1|
|Antioch High School||Antioch, CA||Sep 2007 - Jun 2011||3|
|Safeway||Antioch, CA||Jan 2011 - Apr 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2017|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management962,052MILLIONS
Total Number of Accounts2,529,169ACCOUNTS
Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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