Adam Kwietniak
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
7 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to now
- Rider UniversitySep 2021 to Dec 2023
- Icon Information Consultants LP.Jun 2018 to Oct 2018
- UnemployedMay 2018 to Jun 2018
- Dynamic Engineering Consultants, PcMay 2017 to Aug 2017
- Rutgers University - Rutgers Business School - New BrunswickSep 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6969468
- Firm CRD
- 7691