Adam Apt is a CFA-designated registered investment advisor, based in Cambridge, MA, with 18 years of industry experience.
Location
Cambridge, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is the Vice President of Investment Analytics at LTSave, Inc., a company providing automated investment advice for retirement plans. He dedicates about a quarter of his time to this role, which involves designing and overseeing the automated advice system.
Employment History
Previous Registrations
Peabody River Asset Management, LLC
State Registrations1 state
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