Adam Day is a registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
6767 Longshore Street, Dublin, OH, 43017
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Regulatory History (1)
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Employment Separation After Allegations
April 2017Other Business Activities
Adam has 100% ownership of AD Financial Services, dedicating full-time hours to the business. Most of this time is spent during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors
June 2018 - Present · 7 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Infinex Investments, INC.
November 2017 - May 2018 · 6 mos
Infinex Investments, INC.Broker
November 2017 - May 2018 · 6 mos
On Investment Management CO
August 2017 - November 2017 · 3 mos
The O.N. Equity Sales CompanyBroker
August 2017 - November 2017 · 3 mos
Strategic Advisers, INC.
October 2015 - May 2017 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
August 2014 - May 2017 · 2 yrs 9 mos
State Registrations24 states
ALARAZCACODCFLGAILINKSKYMINCNJNMNYOHPASDTNTXVAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.