AM
CFP
AM
CFP

Adam Myers

20 Years of Experience
Chicago, IL
Broker

Adam Myers is a CFP-designated registered investment advisor at Nuveen Asset Management, LLC, based in Chicago, IL, with 20 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 65,258 clients with $280B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
253 advisors
Number of Clients
65,258 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$280.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.60%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.45%
$100M+0.40%

Fees vary significantly depending on the specific strategy selected (equity, fixed income, real assets, etc.) and account type (institutional vs. retail). The schedule shown reflects the Large Cap Core institutional strategy. Other strategies have different fee schedules, and fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

333 West Wacker Drive, Chicago, IL, 60606

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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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Employment History
Current Registrations
Nuveen Asset Management, LLC
September 2011 - Present · 15 yrs 1 mo
Nuveen Securities, LLC
January 2011 - Present · 15 yrs 9 mos
Nuveen Securities, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Nuveen Fund Advisors, INC.
January 2011 - September 2011 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - November 2010 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - November 2010 · 4 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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