AG
AG

Adam Presney Gonzalez

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
128 advisors
Number of Clients
5,837 clients
Average Client Portfolio
$540K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$50K
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Location

1115 W Fulton Market, 3rd Floor, Chicago, IL, 60607

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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 graphic designer for The Shark Group, dedicating minimal time to this role. He also works full-time as a registered representative/advisor for Fincadia LLC, Fincadia Wealth Management LLC, and Fincadia Capital Partners LLC, and full-time for Saranac Advisors Inc. and Saranac Wealth Management, plus about a quarter of his time as a partner at Saranac Tax Services LLC.

Employment History
Current Registrations
Arete Wealth Advisors, LLC
March 2024 - Present · 1 yr 11 mos
Arete Wealth Management, LLCBroker
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
National Securities CorporationBroker
September 2018 - July 2022 · 3 yrs 10 mos
State Registrations27 states
AZCACOCTFLGAIAILINMDMIMNMOMSNCNDNJNYOKORPASCTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Presney Gonzalez - Financial Advisor | TrueAdvisor