American Portfolios Advisors, Inc.
American Portfolios Advisors, Inc. (CRD# 112697) is a financial advisory firm headquartered in Holbrook, NY. They manage $8,397,016,000 in 38,533 accounts and serve the financial needs of clients across 52 states (or territories).
-
Total Assets Under Management8,397MILLION
-
Total Number of Accounts38,533ACCOUNTS
-
Average Account Value$217,918
- 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)
- Publication of periodicals or newsletters
- 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, VT, WA, WI, WV, WY
As a Financial Advisor & CERTIFIED FINANCIAL PLANNER® Practioner, Adam works primarily with, professionals, high-net-worth individuals/families, and small-to-medium size businesses. As a comprehensive planner, Adam helps his clients develop personalized strategies to accumulate, protect, and distribute their retirement savings and wealth.
Prior to Novem Group, Adam was an advisor at AXA Advisors. There he spent much of his time devoted to helping teachers and staff in the local public schools with comprehensive wealth management and financial education. Mr. Morgan continues to serve this community today and has an extensive client base in the local schools of the Greater Rochester area.
Before Adam joined the financial services industry, he was a Production Supervisor at a local float glass manufacturer, Guardian Industries, in Geneva NY. His passion for finance and serving others eventually led him to this industry where he found AXA Advisors.
Mr. Morgan is a graduate of Alfred University where he earned his BS in Mechanical Engineering (Cum Laude) and Business Administration (Cum Laude). While attending Alfred University, Adam played soccer for 4 years and earned All-Region Honors. He continues to be involved with the University as a board member of the Alfred University Alumni Council. Adam resides in Spencerport, New York with his wife Kristi, twins boys Gavin and Noah, and their energetic Australian Shepard, Parker. In his free time he enjoys spending time with family and friends, playing soccer, and being a lifelong learner.
Daniel Abel (CRD# 4652073) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 20 years of experience in the finance industry.
Paul Adamo (CRD# 1862848) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 34 years of experience in the finance industry.
Jeffrey Agne (CRD# 710019) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 23 years of experience in the finance industry.
Neil Ahearn (CRD# 1853428) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 35 years of experience in the finance industry.
Dustin Aiguier (CRD# 4872987) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 18 years of experience in the finance industry. Dustin Aiguier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ernest Aiguier (CRD# 5189431) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 16 years of experience in the finance industry.
Michael Ajello (CRD# 1081949) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 38 years of experience in the finance industry.
Melissa Albanese (CRD# 2127192) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 32 years of experience in the finance industry.
Stanley Alterman (CRD# 703134) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 42 years of experience in the finance industry.