Adam
Perry

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6943921
Investment Advisor
in Huntington, WV

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About this Advisor

Adam Perry is a financial advisor who works out of Huntington, West Virginia with a total of 1 year of relevant experience. Perry currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Perry has held roles at Cabelas, Columbia Pipeline Group, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Blue Rooster, West Virginia University, Morgan Stanley, Morgan Stanley Private Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Perry has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and West Virginia. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in assets under management among its 2,864,234 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services typically are based on the services. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

1117 3Rd Ave
Huntington, WV 25701

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

WV Average: $7,464,549,021
Total Number of Employees

36,687

WV Average: 88
Total Number of Accounts

2,864,234

WV Average: 3,892
Average Account Size

$381,844

WV Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Adam Perry Work History

Adam has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Bank Of America, N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2022 (2 years)

Morgan Stanley

2020 - 2022 (2 years)

Morgan Stanley Private Bank, N.A

2020 - 2022 (2 years)

Morgan Stanley Private Bank, N.A

2019 - 2020 (1 year)

Northwestern Mutual Investment Services LLC

2018 - 2020 (2 years)

Northwestern Mutual Life Insurance Company

2017 - 2017 (< 1 year)

Columbia Pipeline Group

2017 - 2019 (2 years)

West Virginia University

2016 - 2016 (< 1 year)

Cabelas

2016 - 2017 (1 year)

West Virginia University

2015 - 2016 (1 year)

West Virginia University

2014 - 2015 (1 year)

Blue Rooster

2002 - 2014 (12 years)

West Virginia University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Perry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Judith Wuntch
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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