AZ
AZ
Adam Zielinski is a registered investment advisor, based in Marlton, NJ, with 18 years of industry experience.
Location
701 Route 73 North, Ste. 4, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2008Final 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
Cambridge Investment Research Advisors, INC.
February 2026 - Present · 3 mos
Cambridge Investment Research, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Commonwealth Financial Network
November 2018 - February 2026 · 7 yrs 3 mos
Commonwealth Financial NetworkBroker
November 2018 - February 2026 · 7 yrs 3 mos
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 Registrations21 states
AZCACTDEFLGAMAMSNCNJNYOHPARISCTXUTVAVTWAWV
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.