Lisa Adamonis Pile
CRD Number: 6157085Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lisa Adamonis Pile (CRD# 6157085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport News, VA and has over 10 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 1962997
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Newport News, VA | May 2021 - Current | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport News, VA | Apr 2021 - Current | 2 |
Tiaa | Richmond, VA | Feb 2018 - Mar 2021 | 3 |
Tiaa-cref Individual & Institutional Services, LLC | Richmond, VA | Feb 2018 - Mar 2021 | 3 |
Bank Of America, N.a. | Suffolk, VA | Apr 2015 - Feb 2018 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Suffolk, VA | Apr 2015 - Feb 2018 | 2 |
Lpl Financial LLC | Newport News, VA | Oct 2014 - Mar 2015 | < 1 |
Raymond James Financial Services Advisors Inc. | Newport News, VA | Nov 2013 - Oct 2014 | < 1 |
Raymond James Financial Services | Newport News, VA | May 2013 - Oct 2014 | 1 |
Towne Investment Group | Newport News, VA | Feb 2012 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- TX
- VA
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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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