EA
EA

Edward Adams

26 Years of Experience
Trenton, NJ
1 DisclosureBroker

Edward Adams is a registered investment advisor at Cetera Investment Advisers LLC, based in Trenton, NJ, with 26 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

34 W Lafayette St, Trenton, NJ, 08608

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History

Regulatory History (1)
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Criminal
August 1996
Final Disposition
Other Business Activities

Edward is an adjunct professor at Rider University, a managing director at Adams & Assoc PC, board chairman at Abacus Capital Corp, CFO and board member for Paedeia, Inc, partner at Machine LLC, co-owner of a seminar CPE joint venture, and board member for Trenton Cycling Revolution. None of these activities appear to involve selling insurance products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2007 - Present · 19 yrs 6 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 9 mos
Previous Registrations
C. J. M. Planning CORP.Broker
December 2002 - October 2005 · 2 yrs 10 mos
Terra Securities CorporationBroker
October 1999 - October 2002 · 3 yrs
State Registrations12 states
CAFLGAILMDNCNJNYPASCVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Edward Adams - Financial Advisor | TrueAdvisor