AA
AA

Adam Charles Anderson

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
401 clients
Average Client Portfolio
$732K average
Assets Under Management
$293.6M

Fee Structure

Minimum Investment:$50K
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Location

14 Walsh Drive, Suite 302, Parsippany, NJ, 07054

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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 Activities

Adam is involved in numerous real estate and private equity ventures, including property management, hedge funds, and holding companies, taking up a significant portion of his time. He also serves as a State Representative in the Florida House of Representatives, dedicating a few hours per week to this role.

Employment History
Current Registrations
Mra Advisory Group
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Niagara International Capital LimitedBroker
May 2017 - December 2017 · 7 mos
Ameriprise Financial Services, INC.
October 2005 - May 2017 · 11 yrs 7 mos
Ameriprise Financial Services, INC.Broker
August 2005 - May 2017 · 11 yrs 9 mos
Ids Life Insurance CompanyBroker
August 2005 - July 2006 · 11 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.