Adam Gould, financial advisor Syracuse NY
93 score

Adam Gould

CRD Number: 5486817
Current Firm: Citizens Securities, Inc.

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.

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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
Contact Info for Adam T. Gould
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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