Adam Tartick, financial advisor Syracuse NY
93 score

Adam Tartick

CRD Number: 5879962
Current Firm: Axa Advisors, LLC

Adam Tartick (CRD# 5879962) is an Investment Advisor Representative working at Axa Advisors, LLC in Syracuse, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Apr 2011 - Current 7
Aldi Foods Tully, NY Jul 2008 - Current 9
Suny Buffalo Buffalo, NY Aug 2007 - Jul 2010 2
Firley, Moran, Freer & Eassa E. Syracuse, NY Jun 2009 - Aug 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Adam Tartick
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    14,539
    MILLIONS
  • Total Number of Accounts
    49,556
    ACCOUNTS
  • Average Account Value
    $293,380
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 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, 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, VI, 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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