Adam Roslovic, financial advisor Columbus OH
96 score

Adam Roslovic

CRD Number: 5575320
Current Firm: Edelman Financial Services, LLC

Adam Roslovic (CRD# 5575320) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Columbus, OH and has over 9 years of experience in the finance industry. Adam Roslovic 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.

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Professional Designations
Company Name Location Dates Years
Edelman Financial Services, LLC Fairfax, VA Aug 2016 - Current 1
Ef Legacy Securities, LLC Henrico, VA Aug 2016 - Current 1
Fsc Securities Corporation Columbus, OH Oct 2008 - Aug 2016 7
Planners Two Columbus, OH Jul 2008 - Oct 2008 < 1
Rosline Columbus, OH Mar 2008 - Jul 2008 < 1
Joseph Group Columbus, OH Oct 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Adam Roslovic
Phone Number: 703-818-0800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    21,360
    MILLIONS
  • Total Number of Accounts
    85,125
    ACCOUNTS
  • Average Account Value
    $250,931
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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