Stephen Matthew Adamchak

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

• 08/2014 → 05/2018
  Florida State University
  Tallahassee, FL
• 07/2017 → 08/2017
  Ameropa Singapore
  Ameropa
• 07/2018 → Present
  Merrill Lynch
  Jacksonville, FL
• 02/2020 → Present
  Bank Of America, N.A.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-10-05

Other Names

• Steve Matthew Adamchak
• Stevie Matthew Adamchak
• Stephen M Adamchak
• Stephen Adamchak