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Adewale Oluwatosin Akinrinde

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

CRD 6993089

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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-30
NJ RA APPROVED 2018-11-01
  • TX RA
    APPROVED
    Since 2020-01-30
  • NJ RA
    APPROVED
    Since 2018-11-01

Branch Locations

1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 07/2018 Present
Vicvanny Internatonal Services Limited Lagos 10/2017 07/2018
Sterling Bank Plc Lagos 10/2014 09/2017
African Leadership University School Of Business Kigali 07/2017 08/2018
Bank Of America, N.A. Princeton NJ 08/2018 Present
  • 07/2018 → Present
    Princeton, NJ
  • 10/2017 → 07/2018
    Vicvanny Internatonal Services Limited
    Lagos
  • 10/2014 → 09/2017
    Sterling Bank Plc
    Lagos
  • 07/2017 → 08/2018
    African Leadership University School Of Business
    Kigali
  • 08/2018 → Present
    Bank Of America, N.A.
    Princeton, NJ
Other Businesses

I*1815296, Entity Type Entity For Profit, Name of OBA: Hogson Ventures LLC Address: Freehold, New Jersey, 07728 Investment Related: No Position, Title, Association: Officer Employee Start Date: 04/21/2024No Hours: 5 monthly No Hours during trading:0 Duties:Solely to purchase the property wherein the church is a tenant base d on the lease agreement signed with the church 5 years ago. I*2132281, Entity Type: Entity Charitable, Name of OBA: Freehold Area Open Door, Address: Freehold, New Jersey, 07728, Investment Related: N, Position, Title, Association: Treasurer, Employee State Date: 01/01/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Freehold Area Open Door is a registered NGO [created by the Clergymen/women Association of Freehold] that supports individuals in the Freehold Area, NJ, who need food, living assistance and education support. My role as a volunteer is to present the financial status of the organization to the Board of Trustees at its bi-monthly meets. I have been elected to act as Treasurer [for the next two years] starting January 2025. My church RCCG House Of Glory Freehold NJ seconded me as a Trustee to the organization [as all religious bodies operating in Freehold do]. At the last Board Of Trustees meeting held on 12/12/2024 I was elected to serve as Treasurer effective 01/01/2025 for 24 months, ending in 12/31/2026. I*4055281, Entity Type: Entity Charitable, Name of OBA: Wells Mountain Initiative [WMI], Address: Bristol, Vermont, 05443, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 04/01/2026, No Hours: 50 Yearly, No Hours during Trading: 0 Yearly, Duties: I will be part of the Board Of Directors. I will serve as part of the governance and oversight function for the organization. Ensuring that the organization stays aligned to and with its purpose. Wells Mountain Initiative is a non governmental and not for profit organization. Wells Mountain Initiative (WMI), fosters social change at the local level by building a global network of grassroots leaders who are catalyzing community transformation across 55 developing countries. We support young people who have proved to be unstoppable in the face of adversity and are deeply committed to leading change in their community. We fund their undergraduate studies in high-need sectors, help them lead social service projects during their academic career and stand alongside them to address any challenges, so that they successfully complete their studies. Post-graduation, we provide life-long support, which includes professional development and social entrepreneurship training, community development grants to start and grow their own community projects and businesses, regular in-person conferences and online webinars and support for in-country scholar-led fellowships.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-31
  • S66 Uniform Combined State Law Examination
    2018-10-31
Other Names
  • Adewale O Akinrinde
  • Adewale Akinrinde
  • Jamesons Akinrinde

View on SEC IAPD

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