AB
CFA
AB
CFA

Adam Brett Bergman

11 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
325 advisors
Number of Clients
16,512 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$22.5B

Fee Structure

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Location

Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA, 23452

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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 officiates recreational sports, including youth baseball and high school basketball, through several officials associations. He dedicates a few hours per week to these activities outside of business hours.

Employment History
Current Registrations
Davenport & Company LLC
July 2023 - Present · 2 yrs 7 mos
Davenport & Company LLCBroker
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Scott & Stringfellow, LLC
July 2007 - January 2013 · 5 yrs 6 mos
Scott & Stringfellow, LLCBroker
June 2007 - January 2013 · 5 yrs 7 mos
Scott & Stringfellow, INC.Broker
May 1999 - July 2000 · 1 yr 2 mos
Scott & Stringfellow, INC.Broker
November 1996 - May 1999 · 2 yrs 6 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.