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Adam O Ihasz

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Manchester Center, VT

Danby, VT

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-05-30
VT RA APPROVED 2014-02-13
  • TX RA
    APPROVED_RES
    Since 2017-05-30
  • VT RA
    APPROVED
    Since 2014-02-13

Branch Locations

39 Bonnet St, Manchester Center, VT 05255 • United States

Danby, VT • 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 Manchester Center VT 12/2013 Present
Bank Of America, N.A. Manchester Center VT 03/2014 Present
Previous Registrations
  • 2005-01-11 → 2008-04-02
    Matrix Group Of Funds, Llc
    Manchester Center, VT
  • 2001-12-14 → 2005-01-07
    Absolute Return Advisors, Ltd.
    Manchester Center, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-30
S63 Uniform Securities Agent State Law Examination 1993-05-18
  • S65 Uniform Investment Adviser Law Examination
    1996-01-30
  • S63 Uniform Securities Agent State Law Examination
    1993-05-18
Other Names
  • Adam O Ihasz
  • Adam Ihasz
  • Adam Oliver Ihasz

View on SEC IAPD

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Other Offices

WEALTH MANAGEMENT PARTNERS, LLC · MANCHESTER CENTER, VT
MANCHESTER CAPITAL MANAGEMENT LLC · MANCHESTER, VT
HUTNER CAPITAL MANAGEMENT INC. · MANCHESTER, VT
HUTNER CAPITAL MANAGEMENT INC. · MANCHESTER, VT
HWC FINANCIAL · MANCHESTER CENTER, VT
EQUINOX FINANCIAL ADVISORS, INC. · MANCHESTER CENTER, VT
CETERA INVESTMENT ADVISERS LLC · MANCHESTER CENTER, VT
LPL FINANCIAL LLC · MANCHESTER CENTER, VT

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