Adam Fenster, financial advisor Davie FL

Adam Fenster

CRD Number: 4792451
Current Firm: Oneamerica Securities, Inc.

Adam Fenster (CRD# 4792451) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Davie, FL and has over 17 years of experience in the finance industry.

Similar Advisors
Mario Yngerto, financial advisor Davie FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Christopher Conness, financial advisor Davie FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Hans Abate, financial advisor Davie FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name Location Dates Years
Oneamerica Securities Plantation, FL Mar 2018 - Current 6
American United Life Plantation, FL Jan 2018 - Current 6
Mml Investors Services Fort Lauderdale, FL Sep 2013 - Mar 2018 4
Mass Mutual Life Insurance Company Fort Lauderdale, FL Jun 2013 - Mar 2018 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Adam K. Fenster
Phone Number: 877-285-3863
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    264
    MILLIONS
  • Total Number of Accounts
    2,804
    ACCOUNTS
  • Average Account Value
    $94,286
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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Adam Fenster and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.