Adam Palas
Adam Palas is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Juno Beach, FL, with 25 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
13700 Us Highway 1, Suite 104, Juno Beach, FL, 33408
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Adam is a CPA & CFP at Bridge Financial, dedicating full-time hours to financial planning, tax, and accounting. He also holds positions at SAND Consulting, J Fischer & Assoc, provides notary services, is treasurer for a parent-teacher association, and owns/develops a social media application, all requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 states
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.