Adam Klazmer, financial advisor Bala Cynwyd PA
90 score

Adam Klazmer

CRD Number: 6103797
Current Firm: Axa Advisors, LLC

Adam Klazmer (CRD# 6103797) is an Investment Advisor Representative working at Axa Advisors, LLC in Bala Cynwyd, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Aug 2012 - Current 4
Klazmer Financial Group Jenkintown, PA Apr 2012 - Nov 2012 < 1
Unemployed Jenkintown, PA Jan 2012 - Apr 2012 < 1
Israeli Defense Forces Tel Aviv, Nov 2010 - Jan 2012 1
Unemployed Givatayim, Aug 2010 - Nov 2010 < 1
Klazmer Financial Group Jenkintown, PA May 2010 - Aug 2010 < 1
Babson College Wellesley, MA Aug 2006 - May 2010 3
New York Life Insurance Company New York, NY May 2009 - Aug 2009 < 1
Iron Stone Management Philadephia, PA Jun 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Adam R. Klazmer
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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