Adam Gould (CRD# 5486817) is an Investment Advisor Representative working at Citizens Securities, Inc. in Syracuse, NY and has over 6 years of experience in the finance industry.
CRD# 5229301
Cadaret Grant & Co Inc.
Score
100
CRD# 5626986
Wells Fargo Advisors Financial Network, LLC
Score
96
CRD# 841400
Raymond James Financial Services Advisors, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Fayetteville, NY | Nov 2015 - Current | 2 |
| Lpl Financial | Dewitt, NY | Oct 2015 - Nov 2015 | < 1 |
| First Niagara Bank | Dewitt, NY | Oct 2015 - Nov 2015 | < 1 |
| J.p. Morgan Securities LLC | Liverpool, NY | May 2013 - Sep 2015 | 2 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Syracuse, NY | Aug 2011 - May 2013 | 1 |
| Ocm Boces | Liverpool, NY | Jul 2010 - Aug 2011 | 1 |
| Mutual Of Omaha | Syracuse, NY | Jul 2010 - Sep 2010 | < 1 |
| Unemployed | Liverpool, NY | Sep 2009 - Jul 2010 | < 1 |
| Christmas Tree Shoppes | Rochester, NY | Mar 2009 - Sep 2009 | < 1 |
| Student- Rochester Institute Of Technology | Rochester, NY | Sep 2006 - May 2009 | 2 |
| Columbia Sussex Corporation | Rochester, NY | Dec 2006 - Mar 2009 | 2 |
| Northwestern Mutual | Rochester, NY | Dec 2007 - May 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- FL
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Total Assets Under Management3,586MILLIONS
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Total Number of Accounts26,251ACCOUNTS
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Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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