Adam Udy is a CFP-designated registered investment advisor, based in Las Vegas, NV, with 27 years of industry experience.
Location
4775 W. Teco Ave, Ste 255, Las Vegas, NV, 89118
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is a board member for the University of Nevada's College of Fine Arts, an advisory rep for CIRA, and an owner of ABU | Adam Udy Group. He is also an investment advisor representative and insurance consultant for Adam Udy Group and Every Season Wealth Management, respectively.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Tricor Advisory Services, LLC
Tricor Financial, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
State Registrations11 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.