Adam James Bedrossian
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
25 yearsExperience
2 statesRegistered 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
25 years in the industry.
- Bank of America, N.A.May 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to now
- Morgan Stanley Private Bank, N.AMar 2022 to Mar 2023
- Morgan Stanley Smith Barney LLCFeb 2022 to Mar 2022
- Wells Fargo Clearing Services, LLCMay 2018 to Feb 2022
- University of Southern CaliforniaAug 2017 to May 2019
- Warner Bros. Home EntertainmentJun 2017 to Aug 2017
- University of Hawaii At ManoaMay 2015 to May 2017
- SchoolAug 2001 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6972519
- Firm CRD
- 7691