Adam Bush, financial advisor Durham NC
89 score

Adam Bush

CRD Number: 6239205
Current Firm: Strategic Advisers, Inc.

Adam Bush (CRD# 6239205) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Durham, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Raleigh, NC Aug 2012 - Current 4
N/a Raleigh, NC May 2012 - Aug 2012 < 1
Unc-chapel Hill Chapel Hill, NC Aug 2011 - May 2012 < 1
The Congressional Office Of Brad Miller Nc-13 Raleigh, NC Jun 2011 - Aug 2011 < 1
Unc-chapel Hill Chapel Hill, NC Aug 2010 - Jun 2011 < 1
Copenhagen Business School Copenhagen, Jun 2010 - Aug 2010 < 1
Unc-chapel Hill Chapel Hill, NC Aug 2009 - Jun 2010 < 1
Camp Airy Thurmont, MD Jun 2009 - Aug 2009 < 1
Unc-chapel Hill Chapel Hill, NC Aug 2008 - Jun 2009 < 1
Camp Airy Thurmont, MD Jun 2008 - Aug 2008 < 1
Needham Bryant Broughton High School Raleigh, NC Aug 2007 - Jun 2008 < 1
N/a Raleigh, MD Jun 2007 - Aug 2007 < 1
Needham Bryant Broughton High School Raleigh, NC Aug 2006 - Jun 2007 < 1
N/a Raleigh, NC Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
S63 Uniform Securities State Law Examination Oct 2013
Contact Info for Adam R. Bush
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, MA, 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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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