Adam Grossman (CRD# 5621622) is an Investment Advisor Representative working at Mayport Wealth Management in Newton, MA and has over 15 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mayport, LLC | Newton, MA | Apr 2017 - Current | 7 |
| Middleton & Company, Inc. | Boston, MA | Dec 2010 - Apr 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
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Total Assets Under Management350MILLIONS
-
Total Number of Accounts439ACCOUNTS
-
Average Account Value$798,196
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, NJ, NY, TX
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