Adam Canevazzi is a registered investment advisor, based in Annapolis, MD, with 13 years of industry experience.
Location
5 Church Cir, Annapolis, MD, 21401
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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
Truist Advisory Services, INC.
January 2023 - Present · 3 yrs 3 mos
Truist Investment Services, INC.Broker
January 2023 - Present · 3 yrs 3 mos
Truist Investment Services, INC.
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
Cetera Investment Services LLCBroker
August 2019 - October 2022 · 3 yrs 2 mos
Cetera Investment Advisers LLC
August 2019 - October 2022 · 3 yrs 2 mos
PNC Investments
September 2013 - January 2018 · 4 yrs 4 mos
PNC InvestmentsBroker
September 2013 - January 2018 · 4 yrs 4 mos
VALIC Financial Advisors, INC.
April 2011 - August 2013 · 2 yrs 4 mos
VALIC Financial Advisors, INC.Broker
October 2010 - August 2013 · 2 yrs 10 mos
State Registrations1 state
MD
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.