Adam AbramsonCRD Number: 5345373
Current Firm: Rockefeller Capital Management
Adam Abramson (CRD# 5345373) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 14 years of experience in the finance industry. Adam Abramson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Rockefeller Financial LLC||Atlanta, GA||Jan 2020 - Current||2|
|Rock & Co LLC||Atlanta, GA||Jan 2020 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jan 2020||5|
|Morgan Stanley||Atlanta, GA||Jun 2009 - Jan 2020||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management28,680MILLIONS
Total Number of Accounts34,517ACCOUNTS
Average Account Value$830,908
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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