Adam Sauri, financial advisor Rockville MD
90 score

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 4 years of experience in the finance industry.

Similar Advisors
John Hensley, financial advisor Rockville MD
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Similar Advisors
Nicholas Ibello, financial advisor Rockville MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Similar Advisors
Brian Kuhn, financial advisor Rockville MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Company Name Location Dates Years
Sol Capital Management Company Rockville, MD Mar 2014 - Current 3
Sol Capital Management Company Rockville, MD Jun 2012 - Mar 2014 1
Student Atlanta, GA Aug 2011 - Jun 2012 < 1
U.s. Dept. Of State Washington, DC Jun 2011 - Aug 2011 < 1
Student Atlanta, GA Jul 2010 - Jun 2011 < 1
U.s. Dept. Of State Washington, DC May 2010 - Jul 2010 < 1
Student Atlanta, GA Aug 2009 - May 2010 < 1
U.s. Dept. Of State Washington, DC May 2009 - Aug 2009 < 1
Student Atlanta, GA Aug 2007 - May 2009 1
U.s. Dept. Of State Washington, DC Jun 2007 - Aug 2007 < 1
Unemployed Washington, DC Nov 2002 - Jun 2007 4
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):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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


Ready to hire a financial advisor? Get competitive proposals from Adam Sauri and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.