Adam Perlaky is a registered investment advisor at Integrated Advisors Network LLC, based in Stamford, CT, with 9 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.
Fee Estimator
Location
Stamford, CT
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
Integrated Advisors Network LLC
Previous Registrations
Foreside Fund Services, LLCBroker
New Albion Partners LLCBroker
Banc of America Securities LLCBroker
State Registrations1 state
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
- Judith Havard, CFAStratos Wealth Partners, LTD
- Haoqi Zhang, CFAO'shaughnessy Asset Management, LLC
- Jacob Lambert, CFPTortoise Investment Management, LLC
- Eric Meermann, CFPPalisades Hudson Asset Management, L.P.
- David Altman, CFPAlliancebernstein L.P.
- William Bishop, CFPSanford C. Bernstein & CO., LLC