AS
AS

Adam Jonathan Sheer

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
520 advisors
Number of Clients
25,061 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$143.6B

Fee Structure

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Location

101 Park Ave, Suite 3100, New York, NY, 10178

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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 advises Memoria, guiding families through funeral planning, and sits on the board of directors for Cedar Park Cemetery. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Corient
February 2023 - Present · 3 yrs
Previous Registrations
Roosevelt Investments
July 2021 - October 2024 · 3 yrs 3 mos
State Registrations3 states
CTNYTX
Advisor
Exams
No exam information available for this advisor.
Adam Jonathan Sheer - Financial Advisor | TrueAdvisor