Adam Goldfarb
Adam Goldfarb is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Buffalo, NY, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4549 Main Street, SUite 200, Buffalo, NY, 14226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is a partner at Follow the Hummingbird Consulting, PBC, a consulting firm for socially responsible startups, dedicating minimal time. He also provides support as an associate/employee at Goldfarb Financial, also dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations21 states
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