Adam R White
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Adam R White? Claim your profile
Contact this firm
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
12 years in the industry.
- Bank of America N.A.Jan 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- UnemployedJan 2022 to Nov 2022
- Walsh ConstructionMay 2021 to Aug 2021
- University of Notre Dame RecsportsFeb 2021 to May 2021
- Bank of America Merrill LynchMay 2019 to Aug 2019
- University of Notre DameAug 2018 to May 2022
- Valley Lo ClubJun 2016 to Aug 2018
- Glenbrook South High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7120436
- Firm CRD
- 7691