Adam Jason Abramowitz

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN

Other Businesses

1.FOR PROFIT OR NOT FOR PROFIT: FOR PROFIT 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: ADAM ABRAMOWITZ HOCKEY REF 3.INVESTMENT RELATED: (YES OR NO) NO 4.ADDRESS OF BUSINESS: N/A 5.NATURE OF BUSINESS: SOLE PROPRIETORSHIP 6.YOUR POSITION, TITLE, ASSOCIATION: REFEREE 7.START DATE OF RELATIONSHIP: 08/26/2012 8.NUMBER OF HOURS DEVOTED PER MONTH: 20 9.NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 10.YOUR DUTIES: REFEREE FOR LOCAL YOUTH HOCKEY ORGANIZATION AND ADULT LEAGUES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-11
• S63 Uniform Securities Agent State Law Examination
  1998-05-29

Other Names

• Adam J Abramowitz