Michael AdamsCRD Number: 5968080
Current Firm: Wells Fargo Advisors, LLC
Michael Adams (CRD# 5968080) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Pittsford, NY and has over 5 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Wells Fargo Advisors LLC||Pittsford, NY||Feb 2012 - Current||5|
|Morgan Stanley Smith Barney||Rochester, NY||Aug 2011 - Feb 2012||< 1|
|Webster School District||Webster, NY||Feb 2002 - Aug 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)