Thomas Anthony Adame
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Thomas Anthony Adame? 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
13 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Osaic Wealth, Inc.Jan 2026 to Jun 2026
- Vega Settlement GroupAug 2024 to Jun 2026
- Sgv Law, ApcJan 2024 to Oct 2024
- UnemployedJan 2023 to Dec 2023
- Hangar 18 Climbing GymJun 2022 to Jul 2022
- Jamba JuiceApr 2020 to Sep 2022
- United Parcel ServiceNov 2019 to Dec 2019
- Bruno's TavernJan 2019 to May 2019
- Swedish ScoopsJan 2018 to Dec 2019
- College- California State University, Long BeachAug 2017 to Dec 2022
- Loyola High School, Los AngelesAug 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8205366
- Firm CRD
- 7691