Adam Trask, financial advisor Grand Rapids MI

Adam Trask

CRD Number: 6624797
Current Firm: Burnham & Dells Advisors

Adam Trask (CRD# 6624797) is an Investment Advisor Representative working at Burnham & Dells Advisors in Grand Rapids, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Burnham & Dells Advisors Grand Rapids, MI Feb 2020 - Current < 1
The Huntington Investment Company Columbus, OH Mar 2018 - Jan 2020 1
The Huntington National Bank Holland, MI Jan 2018 - Jan 2020 2
Jp Morgan Chase Grand Rapids, MI Jul 2017 - Jan 2018 < 1
The Huntington Investment Company Columbus, OH Mar 2016 - Jul 2017 1
Huntington National Bank South Haven, MI Jun 2015 - Jul 2017 2
Manufactures Supply Company Hudsonville, MI Apr 2011 - Jun 2015 4
United States Army Columbia, SC Aug 2010 - Mar 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Adam R. Trask
Phone Number: 616-940-9124
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    313
    MILLIONS
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $899,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

ME, MI, NY

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