Lisa Adamonis Pile

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

• 04/2015 → 02/2018
  Bank Of America, N.A.
  Suffolk, VA
• 04/2015 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Suffolk, VA
• 02/2018 → 03/2021
  Tiaa
  Richmond, VA
• 02/2018 → 03/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  Richmond, VA
• 04/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport News, VA
• 05/2021 → Present
  Bank Of America, N.A.
  Newport News, VA

Previous Registrations

• 2018-03-08 → 2021-04-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Richmond, VA
• 2015-04-21 → 2018-02-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Suffolk, VA
  Suffolk, VA
  Richmond, VA
  Williamsburg, VA
  Chesapeake, VA
  Williamsburg, VA
  Richmond, VA
• 2014-10-21 → 2015-04-17
  Lpl Financial Llc
  Newport News, VA
  Chesapeake, VA
  Hampton, VA
  Hampton, VA
  Newport News, VA
  Norfolk, VA
  Norfolk, VA
  Virginia Beach, VA
  Virginia Beach, VA
• 2013-11-07 → 2014-10-06
  Raymond James Financial Services Advisors, Inc
  Newport News, VA

Exams

• S66 Uniform Combined State Law Examination
  2013-10-28

Other Names

• Lisa D Parks
• Lisa Adamonis
• Lisa D. Pile
• Lisa Adamonis Pile
• Lisa Dawn Pile
• Lisa Dawn Adamonis-Pile
• Lisa Dawn Adamonis Pile