Rasheed Adewole

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

• 08/2023 → 12/2024
  Harris Williams
  Richmond, VA
• 08/2021 → 12/2024
  Pnc Financial Services Company
  Philadelphia, PA
• 06/2019 → 08/2019
  Alliancebernstein
  New York, NY
• 08/2017 → 05/2021
  Franklin & Marshall College
  Lancaster, PA
• 07/2013 → 05/2019
  Marion P Thomas Charter High School
  Newark, NJ
• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2025 → 07/2025
  Unemployed
  New York, NY

Other Businesses

I*4406282, Entity Type: Entity For Profit, Name of OBA: MCU Capital LLC, Address: Lewes, Delaware, 19958, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 07/28/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Investor Member of the LLC, which simply holds SpaceX shares, I am a member of MCU Capital LLC which holds my investment in SpaceX alongside other investors. I do not expect or consent to the LLC to own anything besides the SpaceX shares. I*4513279, Entity Type: Entity Charitable, Name of OBA: Net Impact Inc, Address: New York, New York, 10001, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 05/04/2026, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Advisory board, Mission is to use basketball as a vehicle to expand educational opportunities for underrepresented K-12 students.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-26
• S63 Uniform Securities Agent State Law Examination
  2023-11-04

Other Names

• Rasheed Adekola Adewole