Adam Grubius (CRD# 5701531) is an Investment Advisor Representative working at Financial Services Of America Advisors in Troy, MI and has over 14 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Financial Services, LLC | Topeka, KS | Dec 2022 - Current | 1 |
| Fsa Health | Warren, MI | Jan 2018 - Current | 6 |
| Fsa Advisors | Warren, MI | Aug 2017 - Current | 6 |
| Financial Services Of America | Troy, MI | May 2010 - Current | 13 |
| Independence Capital Company Inc. | Parma, OH | Sep 2011 - Dec 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- MI
- TX
-
Total Assets Under Management292MILLIONS
-
Total Number of Accounts1,441ACCOUNTS
-
Average Account Value$202,728
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, LA, MI, NC, OH, PA, TX
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