Adam Rodman, financial advisor West Palm Beach FL

Adam Rodman

CRD Number: 5213706
Current Firm: Segra Capital Management, LLC

Adam Rodman (CRD# 5213706) is an Investment Advisor Representative working at Segra Capital Management, LLC in West Palm Beach, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Segra Capital Management LLC Dallas, TX Mar 2013 - Current 9
Corriente Advisors, LLC Fort Worth, TX Aug 2008 - Mar 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Adam R. Rodman
Phone Number: 561-222-5908
Registered State(s):
  • TX
Current Firm Details
Segra Capital Management, LLC
Firm's CRD Number: 167306
By the Numbers
  • Total Assets Under Management
    289
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $144,325,870
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

TX

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