Adam Dorfman, financial advisor Denville NJ
89 score

Adam Dorfman

CRD Number: 6246747
Current Firm: Wells Fargo Advisors Financial Network, LLC

Adam Dorfman (CRD# 6246747) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Denville, NJ and has over 2 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor Denville NJ
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Gary Matthews, financial advisor Denville NJ
Gary R. Matthews
CRD# 4276969
SRI Investing
Score
107
Similar Advisors
Frank Polashock, financial advisor Denville NJ
Frank Polashock
CRD# 4961369
Fxp Advisory Services
Score
106
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Denville, NJ Oct 2014 - Current 2
Wells Fargo Advisors, LLC Fairfield, NJ Feb 2014 - Sep 2014 < 1
Northwestern Mutual Morristown, NJ Aug 2013 - Jan 2014 < 1
University Of Massachusetts Amherst Randolph, NJ Sep 2009 - May 2013 3
Randolph Snackstand Randolph, NJ May 2009 - Aug 2009 < 1
Okemo Mountain Ludlow, VT Nov 2004 - Mar 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Adam G. Dorfman
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.