Adam Puskar is a registered investment advisor, based in Whitehall, PA, with 8 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold.
Location
514 Fullerton Avenue, Whitehall, PA, 18052
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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
Purshe Kaplan Sterling InvestmentsBroker
January 2026 - Present · 9 mos
Onepoint Bfg Wealth Partners
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Private Advisor Group, LLC
April 2021 - July 2022 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2013 - September 2016 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - September 2016 · 3 yrs 3 mos
State Registrations5 states
NJPASCVAWV
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.
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