Adrian Flambard, financial advisor Sandyport
93 score

Adrian Flambard

CRD Number: 6108975
Current Firm: Touchstone Advisory, LLC

Adrian Flambard (CRD# 6108975) is an Investment Advisor Representative working at Touchstone Advisory, LLC in Sandyport, and has over 5 years of experience in the finance industry.

Company Name Location Dates Years
Touchstone Advisory, LLC Sandyport, Oct 2017 - Current < 1
Touchstone Advisory Ltd Nassau, Nov 2015 - Current 2
Devere Group Ltd Nassau, Aug 2015 - Nov 2015 < 1
Devere Usa Inc. San Francisco, CA Sep 2014 - Aug 2015 < 1
Devere Usa Inc. New York, NY Sep 2012 - Aug 2014 1
Kleinwort Benson/close Guernsey, Jan 2000 - Jul 2012 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Adrian E. Flambard
Phone Number: (646) 450-0947
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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

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