Adam Straseske
Adam Straseske is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
901 NE Loop 410, Suite 100, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (1)
Criminal
December 1994Other Business ActivitiesSells Insurance
Adam is a registered investment advisor through Strategic Financial Concepts, LLC, and also offers non-variable insurance products like life, disability, and fixed annuities through National Financial Alliance, dedicating about 10% of his time to insurance. He also has several DBAs and LLCs for business and accounting purposes, as well as real estate rental properties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Strategic Financial Concepts, LLC
Previous Registrations
Mutual Service CorporationBroker
Choice Advisory Group, INC.
Choice Investments, INC.
Choice Investments, INC.Broker
Linsco/private Ledger CORP.Broker
Morgan Keegan & Company, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.