Adam ZahnCRD Number: 7066253
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Adam Zahn (CRD# 7066253) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Hills Estates, CA and has over 3 years of experience in the finance industry.
Awm Capital, LLC
Aqua Capital Advisors
Bluepoint Wealth Advisors
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Los Angeles, CA||Mar 2017 - Current||5|
|South Bay Select||Hermosa Beach, CA||Aug 2013 - Current||9|
|Sag/aftra||Los Angeles, CA||Jun 2007 - Oct 2018||11|
|Extreme Reach||Los Angeles, CA||Jun 2018 - Jun 2018||< 1|
|Banc Of California||Hermosa Beach, CA||Feb 2015 - Feb 2017||2|
|New Caps LLC||Los Angeles, CA||Feb 2014 - Mar 2014||< 1|
|Bank Of Manhattan||Hermosa Beach, CA||May 2012 - Dec 2013||1|
|Porfessional Basketball Player||International And Nba, IN||Aug 2007 - Feb 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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