Shelley Marian Adams

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

• 04/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 12/2009 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*927785For profit or not for profit: Entity CharitableName of outside business organization: Faith in PracticeInvestment related: NAddress of business: Houston, Texas, 77074Nature of business: ["Charitable Organization"]Position, title, association: ["Committee","Board Member"], [["Finance committee"]]Start date of relationship: 8/9/2022Number of hours devoted: 30 hour(s) MonthlyNumber of hours devoted during trading hours: 2Duties: , Advisory board. Faith in Practice is a medical mission group that have medical teams that work in Guatemala and because I have family in Guatemala and speak fluent Spanish I have been invited to be a part of their Advisory team. I*3742294 Entity Type: Entity Charitable Name of OBA: Camp Allen Address: Navasota, Texas, 77868 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/02/2026 Number of Hours: 10, Yearly Number of Hours during trading: 1, Yearly Duties: It was established in 1921 by the Episcopal Diocese of Texas and it is a year round facility located 12 miles south of Navasota, Texas and it is used for spiritual, social, corporate and educational events for all ages. The purpose of the camp is to provide facilities for Christian based activities, camps and gatherings. simply to be on the board and advise periodically on activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-30
• S63 Uniform Securities Agent State Law Examination
  1995-06-16

Other Names

• Shelley M Adams