Adam Sauri
Adam Sauri is a CFA-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Rockville, MD, with 13 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
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Location
111 Rockville Pike, Suite 750, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Sol Capital Management CO
State Registrations2 states
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
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