Adam Glancy Ritter

Newedge Advisors

16 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Newedge Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

515 advisors

Number of Clients

42,946 clients

Average Client Portfolio

$638K average

Assets Under Management

$27.4B

Fee Structure

Financial Planning:Included in AUM fee

Location

2700 Patriot Blvd Ste 250, Glenview, IL, 60026

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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.

Other Business Activities

Adam is a private wealth advisor for multiple registered investment advisors, including Cubit Wealth Management and NewEdge Advisors, providing financial advising and consulting. He also provides wealth planning knowledge from prior experience.