Talon Mcadams
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Jul 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
- The Prudential Insurance Company of AmericaNov 2023 to Jun 2024
- Pruco Securities LLCJul 2023 to Jun 2024
- Set Environmental Inc.Jan 2021 to Aug 2022
- University of St. Thomas - HoustonAug 2020 to May 2023
- UnemployedMay 2020 to Jan 2021
- Seabed Geosolutions (Us) Inc.Apr 2019 to May 2020
- John Bean Technologies CorporationFeb 2016 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7770540
- Firm CRD
- 7691