Adam Ritter, financial advisor Highland Park IL
93 score

Adam Ritter

CRD Number: 5472589
Current Firm: Strategic Advisers, Inc.

Adam Ritter (CRD# 5472589) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Highland Park, IL and has over 8 years of experience in the finance industry.

Similar Advisors
Robert Ellis, financial advisor Highland Park IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Allen Kutchins, financial advisor Highland Park IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Highland Park IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Company Name Location Dates Years
Fidelity Brokerage Services LLC Highland Park, IL May 2016 - Current < 1
Td Ameritrade Pittsburgh, PA Apr 2014 - May 2016 2
Td Ameritrade Birmingham, MI Nov 2010 - Apr 2014 3
Wachovia Bank, N.a. West Palm Beach, FL May 2010 - Oct 2010 < 1
Wells Fargo Advisors, LLC West Palm Beach, FL May 2010 - Oct 2010 < 1
Unemployed West Palm Beach, FL Oct 2009 - May 2010 < 1
Ameriprise Financial Services Inc. Troy, MI Jan 2008 - Sep 2009 1
Als Property Management Kalamazoo, MI Sep 2006 - Dec 2007 1
Western Michigan University Kalamazoo, MI Sep 2003 - Dec 2007 4
Gtj Consulting Roseville, MI May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2010
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Adam G. Ritter
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IL
  • 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

Ready to hire a financial advisor? Get competitive proposals from Adam Ritter and other advisors.
BADGES
93
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.