Asteway James 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

• 08/2022 → Present
  Adp Financial Solutions Advisor Registration Candidate
  Providence, RI
• 08/2018 → 12/2020
  Palm Beach Atlantic University
  West Palm Beach, FL
• 12/2020 → 09/2021
  Bayshore Pathology
  Port Charlotte, FL
• 09/2021 → 06/2022
  Seaview Tennis
  West Palm Beach, FL
• 05/2022 → 08/2022
  Pond View Racquet Club
  Westerly, RI
• 10/2017 → 08/2018
  Punta Gorda Ymca
  Punta Gorda, FL
• 08/2012 → 12/2016
  Palm Beach Atlantic University
  West Palm Beach, FL
• 08/2018 → 12/2020
  Palm Beach Atlantic University
  West Palm Beach, FL
• 08/2015 → 12/2017
  Fitness Hub
  West Palm Beach, FL

Other Businesses

I*: 2586269 Entity Type: Charitable Name of OBA: New England Tennis Association (NETA) Address: Dorchester, MA 02124 Investment Related: No Position, Title, Association: Assistant Vice President Employee Start Date: 07/04/2025 Number of Hours: 16 hrs annually Number of Hours during trading: 0 Duties: Volunteer with helping facilitate a tennis event. I will be helping with draw creation, checking-in players, handing out gift bags, creating a music playlist for social event that will be taking place.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-05

Other Names

• Asti James Adams
• Asti Adams