TrueAdvisor
TrueAdvisor
AC
AC

Adam Michael Cross

Amc Wealth Management, LLC
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Amc Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
99 clients
Average Client Portfolio
$622K average
Assets Under Management
$61.5M

Location

Chicago, IL

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History

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.

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Employment History
Current Registrations
Amc Wealth Management, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Carson Capital
March 2023 - September 2024 · 1 yr 6 mos
Amc Wealth Management, LLC
July 2020 - September 2024 · 4 yrs 2 mos
Northern Trust Securities, INC
January 2015 - July 2020 · 5 yrs 6 mos
Northern Trust Securities, INC.Broker
August 2014 - July 2020 · 5 yrs 11 mos
Edward Jones
October 2013 - May 2014 · 7 mos
Edward JonesBroker
September 2013 - May 2014 · 8 mos
State Registrations7 states
CAFLILNVNYTXUT
Advisor
Exams
No exam information available for this advisor.