Adam Green

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

• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wyomissing, PA
• 08/2024 → 06/2025
  Franklin & Marshall College
  Lancaster, PA
• 08/2015 → 08/2021
  Lake Braddock Secondary School
  Burke, VA
• 05/2024 → 08/2024
  Fulton Bank
  Lancaster, PA
• 05/2023 → 08/2023
  Fairfax County Park Authority
  Fairfax, VA
• 05/2022 → 08/2022
  Go Ape
  Fairfax, VA
• 08/2023 → 05/2024
  Franklin & Marshall College
  Lancaster, PA
• 08/2022 → 05/2023
  Franklin & Marshall College
  Lancaster, PA
• 08/2021 → 05/2022
  Franklin & Marshall College
  Lancaster, PA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-25

Other Names

• Adam J Green