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||4|
|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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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