Adam Strong is a registered investment advisor, based in Plano, TX, with 18 years of industry experience.
Location
7900 Windrose Avenue, Plano, TX, 75024
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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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Adam is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.
Employment History
Current Registrations
Vanguard Marketing Corporation
November 2021 - Present · 4 yrs 5 mos
Vanguard Advisers, INC.
November 2021 - Present · 4 yrs 5 mos
Vanguard Marketing CorporationBroker
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - October 2021 · 3 yrs 3 mos
Strategic Advisers LLC
October 2017 - July 2018 · 9 mos
Fidelity Brokerage Services LLCBroker
July 2016 - October 2021 · 5 yrs 3 mos
Curian Capital, LLC
December 2014 - March 2016 · 1 yr 3 mos
Curian Clearing, LLCBroker
October 2014 - March 2016 · 1 yr 5 mos
Scottrade, INC.Broker
August 2007 - September 2014 · 7 yrs 1 mo
State Registrations2 states
PATX
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.