Adam RodmanCRD 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.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|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|
Total Assets Under Management289MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$144,325,870
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
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