Adam Rude, financial advisor Purchase NY

Adam Rude

CRD Number: 4843837
Current Firm: Stratos Wealth Partners, Ltd

Adam Rude (CRD# 4843837) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Purchase, NY and has over 19 years of experience in the finance industry. Adam Rude has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stratos Wealth Partners, Ltd Purchase, NY Apr 2017 - Current 6
Lpl Financial, LLC Purchase, NY Aug 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Adam B. Rude
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • NY
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    10,316
    MILLIONS
  • Total Number of Accounts
    33,863
    ACCOUNTS
  • Average Account Value
    $304,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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