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Adam Nidal Naser

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
230 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
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Location

1230 E Diehl Road, Suite 100, Naperville, IL, 60432

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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 co-owner and Investment Advisor Representative at Naser & O'Connor Wealth Management, dedicating nearly full-time hours to advisory services. He is also an insurance agent at John O'Connor and Associates, LLC, spending about 10-20% of his time on insurance sales.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Gradient Advisors, LLC
July 2024 - September 2024 · 2 mos
Ae Wealth Management, LLC
November 2023 - July 2024 · 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Adam Nidal Naser - Financial Advisor | TrueAdvisor