Ian Mcdade

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

• 03/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  New York, NY
• 09/2009 → Present
  Bank Of America,Na
  Roanoke, VA

Other Businesses

I*:Name: MCDADE TRAVELEntity Type: FOR PROFITAddress: ROANOKE, VA 24014 Investment Related: NoHours devoted: 1 HOUR QUARTERLYHours devoted during trading hours: 0 Start Date: 3/15/2012Duties: SERVE IN PLACE OF PRESIDENT IN THE EVENT OF AN EMERGENCY. I*: 2664267Entity Type: CharitableName of OBA: GenOneAddress: Charlotte, NC 28215Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 07/28/2025Number of Hours: 4 hrs mthlyNumber of Hours during trading: 0Duties: GenOne partners with talented, first-generation students from underserved communities, helping them successfully navigate into and through college. I will serve as a Member of their Board. I*653230, Entity Type: Entity Charitable, Name of OBA: PGA REACH Carolinas Foundation, Address: Greensboro, North Carolina, 27214, Investment Related: N, Position, Title, Association: Other, Employee State Date: 01/03/2022, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: As a Trustee, my responsibilities are limited to attending outings where I support the Foundation's mission. The mission of the Foundation is to positively impact the lives of youth, military, and diverse populations by enabling access to PGA Golf Professionals, PGA Sections and the game of golf.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-22
• S63 Uniform Securities Agent State Law Examination
  1996-06-04