Adam R White

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

• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 02/2021 → 05/2021
  University Of Notre Dame Recsports
  Notre Dame, IN
• 05/2021 → 08/2021
  Walsh Construction
  Chicago, IL
• 05/2019 → 08/2019
  Bank Of America Merrill Lynch
  Chicago, IL
• 06/2016 → 08/2018
  Valley Lo Club
  Glenview, IL
• 08/2014 → 05/2018
  Glenbrook South High School
  Glenview, IL
• 08/2018 → 05/2022
  University Of Notre Dame
  Notre Dame, IN
• 01/2022 → 11/2022
  Unemployed
  Glenview, IL
• 01/2023 → Present
  Bank Of America N.A.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-01-28

Other Names

• Adam White
• Adam Robert White