AR
CFP
AR
CFP

Adam P Rivituso

18 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only
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Location

Hingham, MA

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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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Employment History
Current Registrations
Invesco Distributors, INC.Broker
May 2017 - Present · 8 yrs 9 mos
Invesco Advisers, INC.
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Umb Distribution Services, LLCBroker
June 2014 - May 2017 · 2 yrs 11 mos
Scout Investments, INC.
June 2014 - May 2017 · 2 yrs 11 mos
Columbia Management Investment Advisers, LLC
May 2010 - April 2014 · 3 yrs 11 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - April 2014 · 3 yrs 11 mos
Columbia Management Advisors, LLC
January 2010 - May 2010 · 4 mos
Columbia Management Distributors, INC.Broker
October 2009 - May 2010 · 7 mos
Hsbc Securities (USA) INC.Broker
August 2009 - August 2009 · 0 mos
Phoenix Equity Planning CorporationBroker
February 2009 - April 2009 · 2 mos
Phoenix Equity Planning CorporationBroker
July 2006 - February 2009 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.