AS
CFP
AS
CFP

Adam Bernard Strouse

23 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
730 advisors
Number of Clients
131,206 clients
Average Client Portfolio
$284K average
Assets Under Management
$37.3B

Fee Structure

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Location

305 Madison Avenue, Morristown, NJ, 07960

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History

Regulatory History (1)
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Judgment / Lien
May 2021
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 3 mos
LPL Financial LLCBroker
November 2012 - Present · 13 yrs 3 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, Incorporated
December 2005 - August 2009 · 3 yrs 8 mos
Capital Analysts, IncorporatedBroker
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
Exams
No exam information available for this advisor.