Jake David primo Nader
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- El Toro Capital ManagementJan 2024 to Jul 2024
- New Century Capital PartnersJan 2024 to Jul 2024
- Flywheel EffectDec 2023 to Jan 2024
- Rosemont LegacySep 2023 to Dec 2023
- Institute for Entrepreneurial ExcellenceAug 2023 to Sep 2023
- ViatrisJun 2023 to Aug 2023
- Crux Capital PartnersApr 2023 to Aug 2023
- Pennsylvania State RepresentativesJun 2022 to Aug 2022
- University of PittsburghAug 2021 to May 2025
- Westmoreland Country ClubApr 2021 to Jul 2021
- Franklin Regional School DistrictMay 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 8126346
- Firm CRD
- 7691