Nathan D 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

• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 04/2021 → 08/2021
  Jpmorgan Chase
  Jacksonville, FL
• 08/2021 → Present
  Student At Florida State University
  Tallahassee, FL
• 08/2017 → 04/2021
  University Of North Florida
  Jacksonville, FL
• 05/2017 → 04/2021
  Providence School Of Jacksonville
  Jacksonville, FL
• 01/2021 → Present
  Faithful Platform
  Lexington, KY
• 08/2007 → 05/2017
  Providence School Of Jacksonville
  Jacksonville, FL
• 06/2018 → 07/2018
  Perrys Ocean Edge Resort
  Daytona, FL
• 06/2019 → 07/2019
  Mcdonalds
  Daytona, FL
• 12/2021 → 09/2022
  Adams Family Investments
  Jacksonville, FL
• 02/2023 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*1176294 Entity Type: For Profit Name of outside business organization: Faithful Platform Investment related: No Address of business: Lexington, Kentucky 40503 Position, title, association: Referral for Jeweler Start date of relationship: 1/4/2021 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Referring friends and family to an affordable and honest jeweler for their engagement ring., Refer friends to buy engagement rings through this company. I*: 2631280 Entity Type: Freehold, Co-Op, HOA Name of OBA: Old Town Triangle Association Address: Chicago, IL 60614 Investment Related: No Position, Title, Association: Volunteer Employee Start Date: 08/01/2025 Number of Hours: 5 hrs annually Number of Hours during trading: 0 Duties: Help plan of events for our neighborhood community as well as set up and tear down I*: 3210280 Entity Type: School Name of OBA: Latin School of Chicago Address: Chicago, Illinois, 60610 Investment Related: No Position, Title, Association: Employee Start Date: 02/23/2026 Number of Hours: 8, Weekly Number of Hours during trading: 0 Duties: Coaching baseball in the evenings after work hours and occasionally on the weekend. Will be paid a small stipend. Responsibilities are to go to go to practice and games when it does not conflict with work (which should never conflict with work since games and practices are after work hours). (Latin understand my primary commitment is with work and have the ability to miss practice and games if need be). Mentor and coach the kids to become better baseball players and teach them life lessons that come from the game of baseball.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-28

Other Names

• Nate Daniel Adams