William AdamskiCRD Number: 4266534
Current Firm: Vanderbilt Advisory Services
William Adamski (CRD# 4266534) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Saylorsburg, PA and has over 21 years of experience in the finance industry.
Weyhill Investment Counsel, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
|Vanderbilt Securities, LLC||Woodbury, NY||Jul 2020 - Current||2|
|Vanderbilt Advisory Services||Woodbury, NY||Jul 2020 - Current||2|
|New England Securities||Bethlehem, PA||Apr 2005 - Jul 2020||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2000|
Total Assets Under Management1,043MILLIONS
Total Number of Accounts4,420ACCOUNTS
Average Account Value$235,927
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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