Adam Doig
Adam Doig is a registered investment advisor at Sterling Manor Financial, LLC, based in Saratoga Springs, NY, with 21 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 395 clients with $200M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
18 Division Street, Suite 202, Saratoga Springs, NY, 12866
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 →Other Business ActivitiesSells Insurance
Adam sells insurance products, including fixed life and long-term care insurance, through William Penn/American Mayflower and Bufkin, Hefferon & Seigel/ASH Brokerage, dedicating a few hours per week and about 10-20% of his time, respectively. He is also a principle broker for Sterling Manor Financial (real estate), a partner at 1st Integrity Real Estate Services, and owns a rental townhome, dedicating minimal time to each.
Employment History
Current Registrations
Sterling Manor Financial, LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Equity Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.