AG
AG

Adam B Gorlyn

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

1301 AVENUE OF THE AMERICAS, 2nd FLOOR, New York, NY, 10019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam is the owner of TGG Holdings LLC, a sole proprietorship LLC that holds an interest in real estate.

Employment History
Current Registrations
Citizens Securities, INC.
December 2024 - Present · 1 yr 2 mos
Citizens Private Wealth
December 2024 - Present · 1 yr 2 mos
Citizens Securities, INC.Broker
December 2024 - Present · 1 yr 2 mos
Previous Registrations
City National Rochdale
December 2022 - November 2023 · 11 mos
Cnr Securities, LLCBroker
November 2022 - November 2023 · 1 yr
Franklin Templeton Financial Services CORP.Broker
March 2007 - June 2016 · 9 yrs 3 mos
Rbs Securities CorporationBroker
September 2005 - January 2007 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
February 1998 - September 2005 · 7 yrs 7 mos
Oppenheimer & CO., INC.Broker
January 1997 - April 1997 · 3 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.