AM
CFP
AM
CFP

Adam Meidenbauer

12 Years of Experience
BrokerSells Insurance

Adam Meidenbauer is a CFP-designated registered investment advisor, based in Los Angeles, CA, with 12 years of industry experience.

Location

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067

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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 holds an insurance license and engages in insurance sales and service, dedicating minimal time to this activity. He also works full-time as an advisor for SEIA LLC, focusing on RIA sales and service.

Employment History
Current Registrations
Signature Estate Securities, LLC
June 2024 - Present · 1 yr 10 mos
Seia
June 2024 - Present · 1 yr 10 mos
Signature Estate Securities, LLCBroker
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Cedar Brook Group
September 2022 - July 2024 · 1 yr 10 mos
Cadaret Grant & CO INC
September 2022 - June 2024 · 1 yr 9 mos
Cadaret, Grant & CO., INC.Broker
September 2022 - June 2024 · 1 yr 9 mos
Charles Schwab & CO., INC.
March 2014 - August 2022 · 8 yrs 5 mos
Charles Schwab & CO., INC.Broker
June 2013 - August 2022 · 9 yrs 2 mos
State Registrations14 states
ARAZFLILKSMIMONCNVNYOHTXVAWA
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 Meidenbauer - Financial Advisor | TrueAdvisor