Adam Godlewski is a registered investment advisor at Guggenheim Investments, based in Fort Mill, SC, with 11 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 107 clients with $8B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
42 advisors
IM Fee
Planning only
Assets Under Management
$8.0B
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Location
Fort Mill, SC
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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
Guggenheim Investments
August 2015 - Present · 11 yrs 2 mos
Guggenheim Funds Distributors, LLCBroker
August 2015 - Present · 11 yrs 2 mos
Guggenheim Funds Distributors, LLC
August 2015 - Present · 11 yrs 2 mos
State Registrations7 states
ALGAILNCSCTNVA
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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