Joseph Paul Adamchak

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

• 06/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  York, PA
• 12/2009 → Present
  Bank Of America, Na
  York, PA

Other Businesses

I*823243 For profit or not for profit: Entity Charitable Name of outside business organization: Country Club of York Investment related: N Address of business: York, Pennsylvania, 17403 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Committee"], [["Other"]] Start date of relationship: 5/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Legacy Fund purpose is to simply raise awareness of need for funds contributed to CCY to help sustain and support overall vision and future of Club I*,1872276 Entity Type, Charitable Name of OBA:United Way of York County Address:York,PA,17401 Investment Related:NO Position, Title, Association: Committee Employee Start Date:06/15/2024 No Hours: 4 YEARLY No Hours during trading:0 Duties:member of Tocqueville Society Cabinet.Assist in strategies for increased donor participation, develop and recruit new members to Society. Retain existing members

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-09
• S63 Uniform Securities Agent State Law Examination
  1994-08-26

Other Names

• Joseph P Adamchak