Adam M Crawford
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Techglobal Inc.Nov 2024 to Oct 2025
- UnemployedOct 2024 to Nov 2024
- Fathom ResourcesApr 2023 to Oct 2025
- Fulweiler LabMay 2022 to Sep 2022
- Blackhall OutfittersMay 2020 to Sep 2020
- Boston UniversitySep 2019 to May 2023
- Bruce and Sons Lawn Care LLCJul 2019 to Sep 2019
- UnemployedJun 2019 to Jul 2019
- Central Accounting OfficeMay 2018 to Sep 2018
- Central Accounting OfficeMay 2017 to Sep 2017
- Ledyard High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 8181815
- Firm CRD
- 7691