AP
AP

Adam Jason Pollack

11 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K
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Location

3750 Park East Drive #200, Beachwood, OH, 44122

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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 Activities

Adam is affiliated with Stratos Wealth Partners, including as an IAR, and uses the DBA Vault Private Wealth Management. He also has interests in several real estate rental properties and JP Capital Advisors, dedicating minimal time to these activities.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
February 2014 - Present · 12 yrs
LPL Financial LLCBroker
February 2014 - Present · 12 yrs
State Registrations3 states
FLOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.