Adam C Smith
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 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
16 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- UnemployedMay 2024 to Oct 2024
- Atlas Container CorporationMay 2023 to Aug 2023
- Tg Administration LLCMay 2022 to Aug 2022
- The Preserve At Eisenhower Golf CourseMay 2021 to Aug 2022
- Tg Administration LLCMay 2021 to Aug 2021
- Clemson UniversityAug 2020 to May 2024
- Sherwood Forest CampJun 2018 to Jan 2021
- Gilman SchoolAug 2010 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 8003236
- Firm CRD
- 7691