Adam Strouse
Adam Strouse is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2021Other 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
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Capital Analysts, IncorporatedBroker
Capital Analysts, Incorporated
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations9 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.