Adam L Creighton

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2013-06-21
MI	RA	APPROVED	2012-10-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner And Smith Incorporated	Traverse City	MI	07/2012	Present
Bank Of America, N.A.	Traverse City	MI	01/2013	Present

07/2012 → Present

Merrill Lynch, Pierce, Fenner And Smith Incorporated

Traverse City, MI
01/2013 → Present

Bank Of America, N.A.

Traverse City, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-18
S65	Uniform Investment Adviser Law Examination	2009-01-06
S63	Uniform Securities Agent State Law Examination	2007-06-26

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