AR
CFP
AR
CFP

Adam B. Rude

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K
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Location

2900 Westchester Ave. Suite 308, Purchase, NY, 10577

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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 operates under several DBAs, including Gayle Lob Financial Strategies and Lob Planning Group. He also works as an agent selling permanent life, long-term care, and disability insurance, dedicating about 10-20% of his time to this activity, and spends a significant amount of time (nearly full-time) on Stratos Private Wealth.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
April 2017 - Present · 8 yrs 10 mos
LPL Financial LLCBroker
September 2004 - Present · 21 yrs 5 mos
State Registrations23 states
CACTDCDEFLGAILINKYLAMAMDNCNJNYOHPASCTXVAVTVirgin IslandsWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.