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CFA

Adam Bergman

Davenport & Company LLC
12 Years of Experience
Virginia Beach, VA
Broker
View SEC Summary
View SEC Summary

Adam Bergman is a CFA-designated registered investment advisor at Davenport & Company LLC, based in Virginia Beach, VA, with 12 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 17,724 clients with $25B in assets under management.

Davenport & Company LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
17,724 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$24.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5M+1.00%

Rates shown are for standard equity wrap fee programs. Fixed-income only accounts range from 0.40% to 0.20%. Other specialized programs and fee structures are available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 · 3 yrs 3 mos
Davenport & Company LLCBroker
July 2023 - Present · 3 yrs 3 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

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.
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