Adam Fuller Burch

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

• 02/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 02/2006 → Present
  Bank Of America, N.A.
  Baltimore, MD

Other Businesses

I*2467274, Entity Type: Entity Charitable, Name of OBA: Virginia Foundation For Independent Colleges, Address: Richmond, Virginia, 23219, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: The VFIC is a strong statewide organization that raises money to support the 17 leading independent colleges and universities in Virginia. These colleges, educating more than 33,000 students a year, provide small classes, low student-faculty ratios, personal attention to students, and a time-tested residential liberal arts and sciences experience - important and distinctive options compared to large public universities. My role is to serve as a trustee supporting the efforts of the VFIC through strategic direction, oversight and building connectivity with the community.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-13
• S65 Uniform Investment Adviser Law Examination
  1998-07-22
• S63 Uniform Securities Agent State Law Examination
  1998-07-14

Other Names

• Adam Fuller Burch
• Adam Burch