Craig D Adams

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

• 01/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 06/2016 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*134138 For profit or not for profit: Non-Profit Organization Name of outside business organization: Friends of Harvard Hockey Investment related: N Address of business: Allston, Massachusetts 2134 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/21/2020 Number of hours devoted: 6 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The advisory board (non-voting members) supports the success of the Men's and Women's hockey programs at Harvard. We talk about season schedules (including proposed travel), hear from the coaches of both teams, and focus on various fundraising events

Exams

• S66 Uniform Combined State Law Examination
  2016-04-08