Adam Coselmon
Adam Coselmon is a registered investment advisor at Raymond James & Associates, INC., based in Fenton, MI, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
102 W. Silver Lake Road, Suite 200, Fenton, MI, 48430
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is a partner in Horizon Group of Fenton LLC since 2017, and is involved in voting on necessary decisions for the LLC. He spends a few hours per week on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations24 states
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