Adam Sbaitan

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

• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 11/2025 → 05/2026
  Kaplan College For Financial Planning
  Austin, TX
• 11/2024 → 11/2025
  Bank Of America
  Austin, TX
• 02/2023 → 11/2024
  Austinite Dogstead
  Austin, TX
• 01/2021 → 04/2022
  Coinbase - Contract Role Through Robert Half
  Washington Dc, DC
• 10/2022 → 02/2023
  Thrive Pet Healthcare / Contract Role Through Roberthalf
  Austin, TX
• 07/2016 → 12/2023
  West Virginia University
  Morgantown , WV
• 04/2022 → 10/2022
  Unemployed
  Austin, TX
• 08/2026 → Present
  Bank Of America, N.A.
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-04-15