AA
CFP
AA
CFP

Adam Scott Ariosa

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,184 clients
Average Client Portfolio
$544K average
Assets Under Management
$643.6M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1104 Kenilworth Drive, Towson, MD, 21204

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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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Other Business ActivitiesSells Insurance

Adam referees lacrosse games, dedicating minimal time to this activity. He also receives commissions from Synergy Benefit Consultants and Crump Insurance for selling group health, life, and disability insurance, and provides investment advisory services through SFG Wealth Management, LLC, spending full-time hours on this.

Employment History
Current Registrations
Sfg Wealth Management
December 2016 - Present · 9 yrs 2 mos
LPL Financial LLCBroker
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
LPL Financial LLC
November 2012 - April 2017 · 4 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
August 2009 - August 2011 · 2 yrs
State Registrations15 states
AZCACOCTDCDEFLMDMINJNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.