Adam Sebastian Labi

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

• 10/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
• 09/2017 → 10/2018
  Jules And Associates
  Los Angeles, CA
• 10/2016 → 07/2017
  Fonciere Du Triangle D'oR
  Paris
• 07/2016 → 09/2016
  Unemployed
  New York, NY
• 11/2018 → Present
  Bank Of America, N.A.
  Beverly Hills, CA

Other Businesses

I*: 2586288Entity Type: For ProfitName of OBA: LA Collection Privee (I)Address: Bozeman, MT 59715Investment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 6/30/2025Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0 Duties: Family collection of art and jewelry. Oversee the family collection of art and jewelry I*2588288, Entity Type: Entity For Profit, Name of OBA: Big Sky premier estates (I), Address: bozeman, Montana, 59715, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 07/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: car collection and property ownership, Oversight I*2588289, Entity Type: Entity For Profit, Name of OBA: big sky premier estates (II), Address: bozeman , Montana, 59715, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 07/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: car collection and property ownership, Oversight I*2590262, Entity Type: Entity For Profit, Name of OBA: la collection privee (II), Address: bozeman, Montana, 59715, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 07/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: jewelry collection, Oversight

Exams

• S66 Uniform Combined State Law Examination
  2019-04-26

Other Names

• Adam Sebastian Labi
• Adam Labi