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Adam Seifert

13 Years of Experience
Broker

Adam Seifert is a registered investment advisor, based in West Hartford, CT, with 13 years of industry experience.

Location

15 North Main Street, Suite 101, West Hartford, CT, 06107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Adam works full-time providing investment advisory services for Patriot Financial Group and Riverside Retirement Advisors. He also serves as VP of Membership for Northwest CT Human Resource Association and owns Seifert Holdings, LLC to receive advisory fees, dedicating about a quarter of his time to the LLC.

Employment History
Current Registrations
Cetera Financial Specialists LLC
December 2022 - Present · 3 yrs 4 mos
Cetera Financial Specialists LLCBroker
December 2022 - Present · 3 yrs 4 mos
The Patriot Financial Group, LLC
May 2020 - Present · 5 yrs 11 mos
Previous Registrations
Securities America, INC.Broker
January 2019 - December 2022 · 3 yrs 11 mos
MML Distributors, LLCBroker
June 2017 - December 2018 · 1 yr 6 mos
Voya Financial Partners, LLCBroker
November 2013 - February 2017 · 3 yrs 3 mos
Metlife Investors Distribution CompanyBroker
January 2012 - November 2013 · 1 yr 10 mos
State Registrations3 states
CTMARI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Adam Seifert - Financial Advisor | TrueAdvisor