Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

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Location

History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Adam provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, starting in February 2024. This activity takes nearly full-time hours.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
February 2024 - Present · 2 yrs
Wealth Enhancement Advisory Services, LLC
February 2024 - Present · 2 yrs
Wealth Enhancement Brokerage Services, LLCBroker
February 2024 - Present · 2 yrs
Previous Registrations
LPL Financial LLCBroker
February 2024 - June 2025 · 1 yr 4 mos
Morgan Stanley
September 2023 - February 2024 · 5 mos
Morgan StanleyBroker
March 2023 - February 2024 · 11 mos
E*trade Capital Management, LLC
March 2009 - September 2023 · 14 yrs 6 mos
E*trade Securities LLCBroker
August 2006 - September 2023 · 17 yrs 1 mo
State Registrations19 states
AZCACODCFLHIIDILKYMIMONCNVORTXUTWAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.