Adam Rodman, financial advisor West Palm Beach FL

Adam Rodman

CRD Number: 5213706
Current Firm: Segra Capital Management, LLC

Adam Rodman (CRD# 5213706) is an Investment Advisor Representative working at Segra Capital Management, LLC in West Palm Beach, FL and has over 16 years of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Segra Capital Management LLC Dallas, TX Mar 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Adam R. Rodman
Phone Number: 561-890-9127
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    264
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $132,228,434
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

FL, TX

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