AR
CFP
AR
CFP

Adam Glen Robinson

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2254 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Loading...

Location

351 Pleasant Street, Suite D, Northampton, MA, 01060

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Adam brokers non-registered insurance products through outside insurance carriers and operates under multiple DBAs (Ostberg & Associates, Crossman Financial Services) to sell New York Life products and services. He also participates in a real estate investment with other NYL agents and is a corporator for a community bank.

Employment History
Current Registrations
Eagle Strategies LLC
June 2011 - Present · 14 yrs 8 mos
Nylife Securities LLCBroker
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Sentinel Pension Advisors INC
March 2004 - May 2011 · 7 yrs 2 mos
Sentinel Securities, INC.Broker
April 2002 - May 2011 · 9 yrs 1 mo
State Registrations27 states
AZCACOCTDCFLGAHIMAMDMEMINCNHNJNYOKORPARISCSDTXUTVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Glen Robinson - Financial Advisor | TrueAdvisor