AS
AS

Adam Syed

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
565 clients
Average Client Portfolio
$962K average
Assets Under Management
$543.6M

Fee Structure

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Location

603 Massachusetts Avenue, Suite 200, Boston, MA, 02118

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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 a registered representative with Hoopoe Capital Markets, LLC, a broker-dealer, since May 2022. He dedicates a few hours per week to this investment-related activity.

Employment History
Current Registrations
Hoopoe Advisors
November 2022 - Present · 3 yrs 3 mos
Hoopoe Capital Markets, LLCBroker
August 2022 - Present · 3 yrs 6 mos
State Registrations2 states
MANJ
AdvisorBroker
Exams
No exam information available for this advisor.