AP
AP

Adam Joseph Powhida

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1605 advisors
Number of Clients
48,723 clients
Average Client Portfolio
$304K average
Assets Under Management
$14.8B

Fee Structure

Financial Planning:Investment management only
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Location

637 New Loudon Rd, Ste 1, Latham, NY, 12110

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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 works in outside sales, selling life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. This activity takes a few hours per week and is investment-related.

Employment History
Current Registrations
Principal Securities, INC.
August 2024 - Present · 1 yr 6 mos
Principal Securities, INC.Broker
January 2024 - Present · 2 yrs 1 mo
State Registrations5 states
CTMANYPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.