Adam DoroskyCRD Number: 2000774
Current Firm: Raymond James Financial Services Advisors, Inc.
Adam Dorosky (CRD# 2000774) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, DE and has 1 year of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Raymond James Financial Services Advisors, Inc.||Wilmington, DE||Jan 2022 - Current||< 1|
|Raymond James Financial Services, Inc.||Wilmington, DE||Mar 2021 - Current||1|
|Berkshire Hathaway||Newark, DE||Feb 2006 - Feb 2021||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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