AZ
AZ

Adam Zielinski

17 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Minimum Investment:$1K
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Location

701 Route 73 North, Suite 4, Marlton, NJ, 08053

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History

Regulatory History (1)
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Criminal
January 2008
Final Disposition
Other Business ActivitiesSells Insurance

Adam is a principal and 50% owner of Millstone River Wealth Management, LLC, dedicating nearly full-time hours to this role. He also sells fixed insurance and co-owns EHZ Redevelopment, LLC, spending about 10-20% of his time and minimal time on these activities, respectively.

Employment History
Current Registrations
Commonwealth Financial Network
November 2018 - Present · 7 yrs 3 mos
Commonwealth Financial NetworkBroker
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
AXA Advisors, LLC
October 2009 - November 2018 · 9 yrs 1 mo
AXA Advisors, LLCBroker
July 2009 - November 2018 · 9 yrs 4 mos
Citigroup Global Markets INC.Broker
August 2007 - April 2009 · 1 yr 8 mos
State Registrations20 states
AZCACTDEFLGAMAMSNCNJNYPARISCTXUTVAVTWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.