AC
AC

Adam Reza Cader

13 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
11,990 clients
Average Client Portfolio
$591K average
Assets Under Management
$7.1B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

110 Jefferson St, Newnan, GA, 30263

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History

Regulatory History (1)
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Financial
February 2018
Final
Other Business Activities

Adam is the treasurer for Coastal Empire Disaster Relief Committee, a non-profit organization. He spends a few hours per week managing and auditing the organization's accounts.

Employment History
Current Registrations
Synovus Securities, INC.
November 2020 - Present · 5 yrs 3 mos
Synovus Securities, INC.Broker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2017 - September 2019 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
October 2007 - September 2012 · 4 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Reza Cader - Financial Advisor | TrueAdvisor