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Adam Magsig

24 Years of Experience
Broker

Adam Magsig is a registered investment advisor at Pgim Investments LLC, based in Valley Village, CA, with 24 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
IM Fee
Planning only
Assets Under Management
$322.1B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Valley Village, CA

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Adam rents out his home for film and commercial shoots through various entities, including Sight to Site Locations, Wood and Bell Inc, Film Shoot Locations, and America Film Network. These activities require minimal time commitment, primarily involving vacating the property during shoots.

Employment History
Current Registrations
Pgim Investments LLC
November 2009 - Present · 16 yrs 5 mos
Prudential Investment Management Services LLCBroker
October 2009 - Present · 16 yrs 6 mos
Previous Registrations
Clearbridge Advisors, LLC
February 2006 - September 2009 · 3 yrs 7 mos
Legg Mason Investor Services, LLCBroker
December 2005 - September 2009 · 3 yrs 9 mos
Citigroup Global Markets INC.
May 2005 - December 2005 · 7 mos
Citigroup Global Markets INC.Broker
December 2004 - December 2005 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
December 2001 - December 2004 · 3 yrs
Robert W. Baird & CO. IncorporatedBroker
December 2001 - January 2002 · 1 mo
State Registrations27 states
ARAZCACOCTFLHIIDILKSLAMNMONENJNMNVNYOHOKORTNTXUTWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.