AN
CFA · CFP
AN
CFA · CFP

Adam Paul Newell

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
1,148 clients
Average Client Portfolio
$58.9M average
Assets Under Management
$67.6B

Fee Structure

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Location

500 W Madison Street, Suite 3260, Chicago, IL, 60661-4593

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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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Employment History
Current Registrations
Fiducient Advisors LLC
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
The Ayco Company,l.p.
October 2002 - September 2004 · 1 yr 11 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.
Adam Paul Newell - Financial Advisor | TrueAdvisor