AF
AF

Adam Fischer

19 Years of Experience
Dublin, OH
Broker

Adam Fischer is a registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

655 Metro Place South Suite 720, [Satellite], Dublin, OH, 43017

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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 Activities

Adam owns multiple rental properties and has ownership stakes in S. 60 Storage LLC and Ohio Dumpster Rentals Inc. He spends minimal time on the storage business and a few hours per week on the dumpster rental business, focusing on finance management and invoicing.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - July 2023 · 10 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2023 · 10 yrs 9 mos
Chase Investment Services CORP.
April 2008 - October 2012 · 4 yrs 6 mos
Chase Investment Services CORP.Broker
April 2008 - October 2012 · 4 yrs 6 mos
AXA Advisors, LLC
January 2007 - April 2008 · 1 yr 3 mos
AXA Advisors, LLCBroker
August 2006 - April 2008 · 1 yr 8 mos
State Registrations7 states
FLLAMDNMOHVAWV
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.