Adam Seifert (CRD# 5485306) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 11 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| The Patriot Financial Group | West Hartford, CT | Sep 2019 - Current | 4 |
| Riverside Retirement Advisors | West Hartford, CT | Sep 2019 - Current | 4 |
| Seifert Holdings, LLC | West Hartford, CT | Dec 2018 - Current | 5 |
| Securities America, Inc. | West Hartford, CT | Dec 2018 - Dec 2022 | 4 |
| Mml Distributors, LLC | Enfield, CT | Jun 2017 - Dec 2018 | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Apr 2017 - Dec 2018 | 1 |
| Voya Financial Partners | Windsor, CT | Sep 2014 - Feb 2017 | 2 |
| Voya Financial | Windsor, CT | Sep 2014 - Feb 2017 | 2 |
| Ing Financial Advisers | Windsor, CT | Nov 2013 - Sep 2014 | < 1 |
| Ing | Windsor, CT | Nov 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- CT
-
Total Assets Under Management2,119MILLIONS
-
Total Number of Accounts6,607ACCOUNTS
-
Average Account Value$320,780
- 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)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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