Neil Adams is a registered investment advisor, based in Wellesley, MA, with 14 years of industry experience.
Location
62 Walnut Street, Floor 3, Wellesley, MA, 02481
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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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Neil owns a rental property in Waltham, MA, and spends a few hours per week on general maintenance and collecting rental income. He began this non-investment related activity in June 2016.
Employment History
Current Registrations
Vigilant Distributors, LLCBroker
January 2022 - Present · 4 yrs 3 mos
Vigilant Distributors, LLC
January 2022 - Present · 4 yrs 3 mos
Copeland Capital Management, LLC
July 2018 - Present · 7 yrs 9 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
February 2016 - December 2021 · 5 yrs 10 mos
Eaton Vance Distributors, INC.Broker
October 2012 - December 2015 · 3 yrs 2 mos
Eaton Vance Management
October 2012 - December 2015 · 3 yrs 2 mos
Strategic Advisers, INC.
April 2012 - September 2012 · 5 mos
Fidelity Brokerage Services LLCBroker
August 2011 - September 2012 · 1 yr 1 mo
State Registrations18 states
ALCTDCDEFLGAMAMDMENCNHNJNYPARISCVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.