Adam Schlossberg, financial advisor Roseland NJ
93 score

Adam Schlossberg

CRD Number: 6123310
Current Firm: Park Avenue Securities LLC

Adam Schlossberg (CRD# 6123310) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roseland, NJ and has over 4 years of experience in the finance industry. Adam Schlossberg 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
Park Avenue Securities Roseland, NJ Jun 2014 - Current 3
Guardian Life Insurance Company Roseland, NJ Jun 2014 - Current 3
Park Avenue Securities New York, NY Sep 2012 - Jun 2014 1
Guardian Life Insurance Company New York, NY Jul 2012 - Jun 2014 1
Univ Of Wisconsin Madison, WI Sep 2007 - Jun 2012 4
North Eas T Product Group Roseland, NJ Jun 2011 - Sep 2011 < 1
Axa Equitable Ny, NY Jun 2010 - Sep 2010 < 1
Jeff Icke Camp Stenhope, NJ Jun 2009 - Sep 2009 < 1
Jeff Icke Camp Stenhope, NJ Jun 2008 - Sep 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Adam B. Schlossberg
Phone Number: 1-888-600-4667
Registered State(s):
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IL
  • IN
  • IA
  • ME
  • MA
  • MO
  • NV
  • NC
  • OH
  • OK
  • SC
  • TX
  • VT
  • WA
  • WV
  • AR
  • DE
  • MD
  • GA
  • MI
  • NJ
  • ND
  • OR
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    2,821
    MILLIONS
  • Total Number of Accounts
    15,391
    ACCOUNTS
  • Average Account Value
    $183,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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