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Adam Starr

20 Years of Experience
Wooster, OH
BrokerSells Insurance

Adam Starr is a registered investment advisor at Cetera Investment Advisers LLC, based in Wooster, OH, with 20 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

105 East Liberty St Ste 300, Wooster, OH, 44691

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Adam is the director of asset management at Briggs Financial Group, dedicating full-time hours to managing investment advisory portfolios. He also sells life, disability, and fixed annuities as an insurance agent and is a financial professional and owner for Briggs & Starr / Starr Financial, LLC, spending about a quarter of his time on these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2006 - June 2021 · 15 yrs 1 mo
Voya Financial Advisors, INC.Broker
April 2006 - June 2021 · 15 yrs 2 mos
The O.N. Equity Sales CompanyBroker
September 2005 - February 2006 · 5 mos
State Registrations9 states
AZCOFLIAMAMDMOOHSC
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.