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AS
CFP
AS
CFP

Adam Strouse

Private Advisor Group, LLC
24 Years of Experience
Evansville, IN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Adam Strouse is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Evansville, IN, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
915 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

203 Main Street, Ste 105, Evansville, IN, 47708

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2021
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Adam is involved in several business activities, including real estate rental, insurance sales (life, health, and P&C), retail automobile sales/service, and providing investment advisory services through Private Advisor Group and ABS Wealth LLC. He dedicates nearly full-time hours to his LPL business and about half his time to investment advisory services, with minimal time spent on tax/investment business entity purposes, a few hours per week on automobile sales, and about 10-20% of his time on insurance sales.

Employment History
Current Registrations
Private Advisor Group, LLC
November 2012 - Present · 13 yrs 11 mos
LPL Financial LLCBroker
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2009 - November 2012 · 3 yrs 3 mos
Cambridge Investment Research, INC.Broker
August 2009 - November 2012 · 3 yrs 3 mos
Capital Analysts, IncorporatedBroker
December 2005 - August 2009 · 3 yrs 8 mos
Capital Analysts, Incorporated
December 2005 - August 2009 · 3 yrs 8 mos
MML Investors Services, INC.
July 2002 - December 2005 · 3 yrs 5 mos
MML Investors Services, INC.Broker
May 2002 - December 2005 · 3 yrs 7 mos
State Registrations9 states
CAFLGAILINKYLAMOWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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