Adam Paffenroth is a CFP, ChFC-designated registered investment advisor, based in Vienna, VA, with 10 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1577 Spring Hill Road, Suite 520, Vienna, VA, 22182
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLCBroker
May 2026 - Present · 5 mos
Cetera Investment Advisers LLC
May 2026 - Present · 5 mos
Previous Registrations
Stifel Independent Advisors, LLC
December 2023 - May 2026 · 2 yrs 5 mos
Stifel Independent Advisors, LLCBroker
December 2023 - May 2026 · 2 yrs 5 mos
Morgan StanleyBroker
September 2019 - December 2023 · 4 yrs 3 mos
Morgan Stanley
September 2019 - December 2023 · 4 yrs 3 mos
Edward Jones
April 2016 - September 2019 · 3 yrs 5 mos
Edward JonesBroker
February 2016 - September 2019 · 3 yrs 7 mos
State Registrations10 states
DCGAMDNYOHOKTXVAWIWV
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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