Adam Morgan, financial advisor Pittsford NY
100 score

Adam Morgan

CRD Number: 5473273
Current Firm: American Portfolios Advisors, Inc.

As a Financial Advisor with iTP Partners, Adam works primarily with, high-net-worth individuals, families and small-to-medium size businesses.  As a comprehensive planner, Adam helps his clients develop strategies to accumulate, protect, and distribute their retirement savings and wealth.

Prior to iTP Partners, Adam was an advisor at AXA Advisors.  There he spent much of his time devoted to helping teachers and staff in the local public schools with comprehensive wealth management and financial education.  Mr. Morgan continues to serve this community today and has an extensive client base in the local schools of the Greater Rochester area. 

Before Adam joined the financial services industry, he was a Production Supervisor at a local float glass manufacturer, Guardian Industries, in Geneva NY.  His passion for finance and serving others eventually led him to this industry where he found AXA Advisors. 

Mr. Morgan is a graduate of Alfred University where he earned his BS in Mechanical Engineering and Business Administration.  While attending Alfred University, Adam played soccer for 4 years and earned All-Region Honors.  He continues to be involved with the University as a board member of the Alfred University Alumni Council.

Adam resides in Spencerport, New York with his wife, Kristi, and their energetic Australian Shepard, Parker.  In his free time he enjoys spending time with family and friends, playing soccer, and being a lifelong learner.

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Company Name Location Dates Years
American Portfolios Financial Services, Inc. Holbrook, NY Oct 2014 - Current 2
APFS Wealth Management, Inc. Rochester, NY Oct 2014 - Current 2
AXA Advisors, LLC New York, NY Jul 2008 - Oct 2014 6
Guardian Industries Rochester, NY Oct 2006 - Jul 2008 1
Alfred University Alfred, NY Aug 2002 - Oct 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
S7 General Securities Representative Examination (GS) Jul 2008
Contact Info for Adam Morgan
By the Numbers
  • Total Assets Under Management
    2,864
    MILLIONS
  • Total Number of Accounts
    14,826
    ACCOUNTS
  • Average Account Value
    $193,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • 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, VT, WA, WI, WV

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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