Adam Mulia
Adam Mulia is a registered investment advisor at Rise Private Wealth Management, based in Bangor, ME, with 23 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable. Additional third-party program or manager fees may apply.
Fee Estimator
Location
277 State Street, Suite 3, Bangor, ME, 04401
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Adam is a board member of Mulia since April 2023, dedicating minimal time to this role. He also works as a financial advisor for RPWM Partners, LLC since October 2020, spending about 3/8 of his time in this role.
Employment History
Current Registrations
Rise Private Wealth Management
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Morgan Stanley Smith Barney LLC
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Advest, INC.Broker
Lebenthal & CO., INC.Broker
State Registrations2 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.
Exams
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