Adam M. Runyan

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 09/2017
  Morgan Stanley Smith Barney Llc
  Irvine, CA
• 01/2015 → 09/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2017 → 02/2021
  Jpmorgan Chase Bank Na
  Chicago, IL
• 10/2017 → 02/2021
  Jpmorgan Securities Llc
  Chicago, IL
• 02/2021 → 09/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 02/2021 → 09/2024
  Bank Of America, N.A.
  Oak Brook, IL
• 09/2024 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2021-02-12 → 2024-09-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL
• 2010-11-25 → 2017-09-18
  Morgan Stanley
  Newport Beach, CA
  Laguna Niguel, CA
  Newport Beach, CA
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2010-11-24

Other Names

• Adam Michael Runyan
• Adam M. Runyan
• Adam Runyan