AS
CFP
AS
CFP

Adam B Schlossberg

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1757 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

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Location

25B Vreeland Road, Suite 300, Florham Park, NJ, 07932

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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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Other Business ActivitiesSells Insurance

Adam works with Innovative Underwriters, Crump, Lion Street, and Peterson Group to fulfill clients' insurance needs, dedicating a few hours per week. He also owns NS Private Client Group LLC and Private Client Insurance Services LLC, spending full-time on the former and about a quarter of his time on the latter, and collects bank referral fees for real estate financing introductions, dedicating minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
September 2013 - Present · 12 yrs 5 mos
Park Avenue Securities LLCBroker
December 2012 - Present · 13 yrs 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.