Adam James Spall

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

• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 08/2021 → 05/2022
  Umass Transit Services
  Amherst, MA
• 05/2021 → 08/2021
  Eat Well Company
  Hingham, MA
• 02/2021 → 05/2021
  Umass Transit Services
  Amherst, MA
• 08/2020 → 02/2021
  University Of Massachusetts
  Amherst, MA
• 05/2020 → 08/2020
  Eat Well Company
  Hingham, MA
• 08/2019 → 05/2020
  University Of Massachusetts
  Amherst, MA
• 05/2019 → 08/2019
  Eat Well Company
  Hingham, MA
• 10/2018 → 05/2019
  Miami University Catering
  Oxford, OH
• 08/2018 → 10/2018
  Miami University
  Oxford, OH
• 03/2017 → 08/2018
  Eat Well Company
  Hingham, MA
• 03/2013 → 03/2017
  Hingham Public School
  Hingham, MA

Other Businesses

I*:2569265 Entity Type: Charitable Name of OBA: Massachusetts Rowing Association Address: Pittsfield, MA 01201 Investment Related: No Position, Title, Association: Board Member, Director Employee Start Date: 7/1/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Assist in the operating of the University of Massachusetts Men's club rowing team.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-11

Other Names

• Adam Spall