AG
CFP
AG
CFP

Adam Peter Giammarinaro

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Minimum Investment:$1K
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Location

Kinsale, VA

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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 ActivitiesSells Insurance

Adam sells fixed insurance, owns rental property in Washington, DC, and is the owner of WealthPort in the District Inc., a private entity facilitating securities, advisory, and insurance business. He is also a co-owner of 48 Bank Street, LLC, an entity created for the purpose of owning real estate.

Employment History
Current Registrations
Commonwealth Financial Network
April 2023 - Present · 2 yrs 10 mos
Commonwealth Financial Network
April 2023 - Present · 2 yrs 10 mos
Commonwealth Financial NetworkBroker
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Jackson National Life Distributors LLCBroker
September 2005 - May 2023 · 17 yrs 8 mos
Capital Brokerage CorporationBroker
July 2003 - September 2005 · 2 yrs 2 mos
State Registrations15 states
ARCACTDCFLINMAMDNCNYOHORVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.