Adam Sendzischew, financial advisor Miami FL
93 score

Adam Sendzischew

CRD Number: 5455367
Current Firm: M Holdings Securities, Inc.

Adam Sendzischew (CRD# 5455367) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Miami, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR Aug 2014 - Current 2
Sbi Realty Miami Beach, FL Jun 2003 - Current 13
Park Ave Securities Miami, FL Nov 2007 - Aug 2014 6
Guardian Life Ins Co Of America Miami, FL Oct 2007 - Aug 2014 6
University Of Miami Coral Gables, FL Jun 2005 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Adam D. Sendzischew
Phone Number: 800-656-6960
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    958
    MILLIONS
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $347,441
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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