Adam Riback is a registered investment advisor at Strategic Advisers LLC, based in Greenwood Lake, NY, with 29 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Greenwood Lake, NY
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Adam is a sole proprietor of Adam Riback & Associates, an underwater leak detection business, dedicating minimal time to it. He also serves as the Executive Director and an officer for The New York State Marine Education Association, spending minimal time in that role.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
National Securities CorporationBroker
Joseph Gunnar & CO. LLCBroker
Emerson Bennett & AssociatesBroker
Brauer & Associates, INC.Broker
Meyers Pollock Robbins, INC.Broker
Joseph Stevens & Company, L.P.Broker
Whale Securities CO., L.P.Broker
State Registrations37 states
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