Adam Sauri, financial advisor Rockville MD

Adam Sauri

CRD Number: 6138547
Current Firm: Sol Capital Management Co

Adam Sauri (CRD# 6138547) is an Investment Advisor Representative working at Sol Capital Management Co in Rockville, MD and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sol Capital Management Company Rockville, MD Mar 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Adam L. Sauri
Phone Number: 301-881-3727
Registered State(s):
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
    2,387
    MILLIONS
  • Total Number of Accounts
    1,081
    ACCOUNTS
  • Average Account Value
    $2,207,837
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, DC, DE, FL, MD, NJ, NY, TX, VA

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