Adam J Searle

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

• 07/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reston, VA
• 02/2015 → Present
  Bank Of America, N.A.
  Reston, VA

Previous Registrations

• 2013-02-08 → 2013-08-07
  Morgan Stanley
  Reston, VA

Other Businesses

FAIRFAX COUNTY FIRE AND RESCUE, NON INVESTMENT RELATED, 911 SERVICES, EMERGENCY MEDICAL TECHNICIAN, 9/2012-PRESENT, 50 HOUR/MONTH NOT DURING MARKET HOURS. I*3292 For profit or not for profit: Governmental or Public Purpose Entity Name of outside business organization: Fairfax County Fire And Rescue Department Investment related: No Address of business: Fairfax, VA 22035 Nature of business: Firefighting and Emergency Medical Services Position, title, association: Instructor III Start date of relationship: 12/19/2019 Number of hours devoted: 12 hour Monthly Number of hours devoted during trading hours: 0 Duties: Assistant Instructor for volunteer recruits I*335623 Entity Type: Charitable Name of OBA: Vienna Volunteer fire department Address: Vienna, VA 22180 Investment Related: No Position, Title, Association: Committee, Officer (President, CEO, ..) Employee Start Date:02/14/2024 No Hours: 12 hrs wkly No Hours during trading:0 Duties: Serve on the apparatus committee. In charge of the procurement and service of fire dept vehicles

Exams

• S66 Uniform Combined State Law Examination
  2013-02-07

Other Names

• Adam James Searle