Adam Elgert
Adam Elgert is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Greenwich, CT, with 24 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1 Lafayette Pl, [Vh-Rbo], Greenwich, CT, 06830
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2019Customer Dispute
September 2007Other Business Activities
Adam owns rental property in Stamford, CT, since 2017, dedicating a few hours per week. He is also the Chair of the Investment Committee for The Community Fund of Darien, spending minimal time attending quarterly meetings and monitoring investments.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Bny Investment Center INC.Broker
State Registrations33 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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