AP
CFP · ChFC
AP
CFP · ChFC

Adam William Paffenroth

9 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
7,580 clients
Average Client Portfolio
$578K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:$50K
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Location

2000 Duke Street, Unit 312 3rd Floor, Alexandria, VA, 22314

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History

Regulatory History (1)
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Criminal
April 2024
Final Disposition
Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
December 2023 - Present · 2 yrs 2 mos
Stifel Independent Advisors, LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
September 2019 - December 2023 · 4 yrs 3 mos
Morgan Stanley
September 2019 - December 2023 · 4 yrs 3 mos
Edward Jones
April 2016 - September 2019 · 3 yrs 5 mos
Edward JonesBroker
February 2016 - September 2019 · 3 yrs 7 mos
State Registrations11 states
DCDEGAINMDOHOKTXVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.