AA
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Andrew Robert Adams

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

Three Parkway North, Suite 500, Deerfield, IL, 60015-2567

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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

Andrew is a dually registered investment advisor representative with Alera Investment Advisors and Triad Advisors, LLC since 2018. He also provides investment and fixed insurance solutions for clients through GCG Financial and GCG Fixed Insurance, and works as a wealth services advisor for Alera Group, dedicating full-time hours to this role.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Alera Investment Advisors, LLC
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Triad Advisors LLCBroker
September 2018 - August 2024 · 5 yrs 11 mos
Waddell & Reed
June 2011 - October 2018 · 7 yrs 4 mos
Waddell & ReedBroker
April 2011 - October 2018 · 7 yrs 6 mos
Signator Investors, INC.Broker
February 2008 - April 2011 · 3 yrs 2 mos
Melvin Securities, L.L.C.Broker
September 2007 - October 2007 · 1 mo
Mr. Stock, INC.Broker
July 1997 - January 2000 · 2 yrs 6 mos
State Registrations17 states
AZCACOFLGAIAILINKYMAMIMNMONHSCWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.