AW
AW

Adam Bradley Weiner

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
730 advisors
Number of Clients
131,206 clients
Average Client Portfolio
$284K average
Assets Under Management
$37.3B

Fee Structure

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Location

880 W Long Lake, Ste 225, Troy, MI, 48098

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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 is a business owner of Hatmada, LLC since 2017. Since 2022, he also operates Freedom Financial Team as a DBA for his LPL business, selling life insurance, which takes significantly more than full-time hours.

Employment History
Current Registrations
Private Advisor Group, LLC
September 2025 - Present · 5 mos
LPL Financial LLCBroker
May 2019 - Present · 6 yrs 9 mos
LPL Financial LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Fsc Securities CorporationBroker
October 2018 - May 2019 · 7 mos
Fsc Securities Corporation
October 2018 - May 2019 · 7 mos
Aig Capital Services, INC.Broker
March 2016 - February 2018 · 1 yr 11 mos
State Registrations7 states
AZFLMIPASCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.