Marvin Somlo (CRD# 6617205) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Deer Park, IL and has over 8 years of experience in the finance industry.
CRD# 2010380
Forum Financial Management, LP
CRD# 6874212
Avantax Advisory Services
CRD# 1645288
Adamec Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Deer Park, IL | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Deer Park, IL | Nov 2022 - Current | 1 |
| Network 1 Financial Securities, Inc. | Red Bank, NJ | Sep 2020 - Sep 2022 | 2 |
| Biolife4d | Lincolnshire, IL | Jan 2017 - Jan 2022 | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2016 - Jul 2019 | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2016 - Jul 2019 | 3 |
| Northwestern Mutual Investment Services LLC | Vernon Hills, IL | Mar 2016 - Jul 2019 | 3 |
| Soms Sales Consulting | Long Grove, IL | Jul 2015 - Feb 2016 | < 1 |
| Title Boxing Club | Lake Zurich, IL | Jan 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- IL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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