Adam Truitt, financial advisor Port Allegany PA

Adam Truitt

CRD Number: 5225368
Current Firm: Cetera Investment Advisers LLC

Adam Truitt (CRD# 5225368) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Port Allegany, PA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Feb 2017 - Current 7
Juniata Valley Bank Mifflintown, PA Feb 2017 - Current 7
Tompkins Wealth Advisors Leesport, PA Jun 2015 - Current 8
Lpl Financial LLC Leesport, PA Feb 2015 - Feb 2017 2
Tompkins Financial Advisors Leesport, PA Feb 2015 - Jun 2015 < 1
Infinex Investments, Inc. Mifflintown, PA Jul 2012 - Feb 2015 2
The First National Bank Of Mifflintown Mifflintown, PA Oct 2006 - Feb 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Adam E. Truitt
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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, WY

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