Adam Garretson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Short Hills, NJ, with 23 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
51 John F Kennedy Pkwy 5th Fl, [J1/J2/J5-Rbo], Short Hills, NJ, 07078
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations16 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
More Advisors
- Michael Gully, CFPWells Fargo Advisors
- Michael PerilloWells Fargo Advisors
- Craig Livoti, CFAWells Fargo Advisors
- James ReillyWells Fargo Advisors
- Tracy-Ann MillsWells Fargo Advisors
- Mark Lebida, CFAWells Fargo Advisors