Bernard Adair
Bernard Adair is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jupiter, FL, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
900 S Us Highway 1, Jupiter, FL, 33477
Get directionsHistory
Regulatory History (9)
Customer Dispute
September 2022Customer Dispute
July 2019Customer Dispute
June 2009Customer Dispute
May 2004Customer Dispute
August 2003Customer Dispute
April 2002Customer Dispute
June 2000Customer Dispute
May 1999Customer Dispute
October 1996Other Business Activities
Bernard works as a ranger at Jonathans Landing Golf Club, assisting with pace of play and helping club members. This takes a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Dominick & Dominick, IncorporatedBroker
Prescott, Ball & Turben, INC.Broker
Gulfstream Financial Associates, INC.Broker
First American Asset Management Group, INC.Broker
Welco Securities, INC.Broker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.