Adam Bortolussi (CRD# 4577020) is an Investment Advisor Representative working at Bortolussi Wealth Management, Inc. in Hopkinton, MA and has over 19 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fitts Insurance Agency, Inc. | Southborough, MA | Jul 2019 - Current | 4 |
| Bortolussi Wealth Management, Inc. | Hopkinton, MA | Nov 2010 - Current | 13 |
| Hayden Wood Insurance Company | Southborough, MA | May 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- FL
- MA
- TX
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts240ACCOUNTS
-
Average Account Value$250,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MA, TX
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