Adam Pawloski, financial advisor Southfield MI
96 score

Adam Pawloski

CRD Number: 5337858
Current Firm: Telemus Capital, LLC

Adam Pawloski (CRD# 5337858) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 5 years of experience in the finance industry. Adam Pawloski 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
Telemus Capital, LLC Southfield, MI Apr 2015 - Current 1
Raymond James & Associates, Inc. Southfield, MI May 2007 - Apr 2015 7
Dearborn Country Club Dearborn, MI May 2004 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Adam M. Pawloski
Phone Number: 248-827-1800
Firm Website: http://www.telemus.com/
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,222
    MILLIONS
  • Total Number of Accounts
    3,206
    ACCOUNTS
  • Average Account Value
    $693,015
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IA, IL, LA, MA, MD, MI, NC, NJ, NY, OH, OR, PA, RI, TX, UT, VA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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