Adam Elder

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

• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sandy, UT
• 07/2023 → 04/2024
  U.S. Bank
  South Salt Lake, UT
• 11/2022 → 05/2023
  Union Capital Partners
  Heber City, UT
• 06/2003 → 07/2022
  U.S. Bank
  Salt Lake City, UT
• 05/2023 → 07/2023
  Unemployed
  Bluffdale, UT
• 07/2022 → 11/2022
  Unemployed
  Bluffdale, UT
• 06/2024 → Present
  Bank Of America, N.A.
  Sandy, UT

Other Businesses

I*2036339, Entity Type, Entity for Profit, Name of OBA: The Ribbonry LLC, Address: Riverton, UT, 84065, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 10/08/2024, No Hours: 1hr/Weekly, No Hours during trading: 0, Duties: The purpose of this entity is for the creation and sale of home decorations online and in person at tradeshows and farmers markets. This will be my wife's business and I will have very limited involvement. I am only listed as a Managing Member of the LLC for banking needs and to help run the business if she needs assistance. My involvement will be less than 1 hour a week in the evenings outside of business hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-02
• S63 Uniform Securities Agent State Law Examination
  2022-10-12

Other Names

• Adam Logan Elder