Adam SteffanusCRD Number: 4999907
Current Firm: Advisory Research Inc.
Adam Steffanus (CRD# 4999907) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 17 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Advisory Research Inc.||Chicago, IL||Dec 2016 - Current||5|
|Credit Suisse First Boston LLC||Chicago, IL||Jul 2005 - Sep 2016||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2005|
Total Assets Under Management1,485MILLIONS
Total Number of Accounts321ACCOUNTS
Average Account Value$4,626,896
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, HI, ID, IL, LA, MA, MD, NE, NH, NJ, NY, OH, PA, TX, VA, WI
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