Aidan M Adamany

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

• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2022 → 09/2022
  Prent Thermoforming
  Janesville, WI
• 06/2022 → 07/2022
  Unemployed
  Janesville, WI
• 09/2018 → 05/2022
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 05/2020 → 08/2020
  Rockford Park District
  Rockford, IL
• 05/2019 → 08/2019
  Rockford Park District
  Rockford, IL
• 08/2014 → 06/2018
  Rockford East High School
  Rockford, IL
• 11/2015 → 08/2018
  Woodman's Food Markets
  Rockford, IL
• 09/2016 → 06/2018
  Rock Valley College
  Rockford, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-01-03