Gregory AdamsCRD Number: 5646424
Current Firm: Fiduciary Investment Advisors, LLC
Gregory Adams (CRD# 5646424) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 10 years of experience in the finance industry.
Barron Financial Group, LLP
|Fiduciary Investment Advisors, LLC||Windsor, CT||Jul 2017 - Current||2|
|Voya Financial Advisors||Glastonbury, CT||Sep 2014 - Jun 2017||2|
|Ing Financial Partners, Inc.||Glastonbury, CT||Apr 2010 - Sep 2014||4|
|Jacobs Financial Partners||Glastonbury, CT||Apr 2010 - Sep 2014||4|
|Metlife Securities Inc.||Wethersfield, CT||Feb 2009 - Apr 2010||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management4,978MILLIONS
Total Number of Accounts224ACCOUNTS
Average Account Value$22,225,068
- 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)
CT, FL, LA, MA, ME, NH, NJ, NY, PA, RI, TX, VT
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