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AL
CFP · ChFC
AL
CFP · ChFC

Adam Loedel

Private Advisor Group, LLC
22 Years of Experience
East Syracuse, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Adam Loedel is a CFP, ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in East Syracuse, NY, with 22 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

5900 N Burdick St., Suite 100, East Syracuse, NY, 13057

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Adam works as a registered investment advisor through Private Advisor Group and HighPoint Advisors, dedicating full-time hours to these activities. He also sells various insurance products, including life, health, disability, long-term care, and fixed annuities, spending a few hours per week on these sales.

Employment History
Current Registrations
Private Advisor Group, LLC
July 2012 - Present · 14 yrs 3 mos
LPL Financial LLCBroker
November 2011 - Present · 14 yrs 11 mos
Previous Registrations
Metlife Securities INC.Broker
January 2005 - December 2011 · 6 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
January 2005 - July 2007 · 2 yrs 6 mos
MML Investors Services, INC.Broker
January 2004 - June 2004 · 5 mos
State Registrations9 states
CACODEFLNMNYOHTXVA
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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