Adam Masterson (CRD# 7807625) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.
CRD# 1002352
Hightower Advisors, LLC
CRD# 1433847
Ace Wealth Management LLC
CRD# 2223418
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moran Wealth Management, LLC | Naples, FL | Aug 2023 - Current | < 1 |
| Florida State University | Tallahassee, FL | Aug 2022 - Aug 2023 | 1 |
| Roland George Investment Program | Deland, FL | Aug 2021 - May 2022 | < 1 |
| Stetson University | Deland, FL | Aug 2019 - May 2022 | 2 |
| Hightower Advisors | Naples, FL | May 2021 - Aug 2021 | < 1 |
| Gulf Coast High School | Naples, FL | Aug 2015 - May 2019 | 3 |
| North Naples Middle School | Naples, FL | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- FL
- TX
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Total Assets Under Management4,267MILLIONS
-
Total Number of Accounts10,644ACCOUNTS
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Average Account Value$400,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI
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