Adriana A Lebreault

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

• 06/2018 → 06/2023
  Cas Wealth Resources
  Dorchester, MA
• 01/2016 → 08/2017
  Papa Ginos Pizza
  Worcester, MA
• 02/2017 → 06/2018
  Alpha Travel
  Worcester, MA
• 06/2023 → 12/2025
  Principal Life Insurance Company
  Dorchester, MA
• 06/2023 → 12/2025
  Principal Securities Inc
  Dorchester, MA
• 09/2014 → 06/2018
  South High Community School
  Worcester, MA
• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jamaica Plain, MA
• 02/2026 → Present
  Bank Of America, N.A.
  Jamaica Plain, MA

Previous Registrations

• 2024-02-07 → 2025-12-22
  Principal Securities, Inc.
  Latham, NY
  Fall River, MA
  Fall River, MA
  Dorchester, MA

Other Businesses

INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2024 ADDRESS: 16 Burgoyne St. Dorchester, MA 02124, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-09

Other Names

• Adriana Lebreault
• Adriana Angelique Lebreault