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Adam Weiner

Private Advisor Group, LLC
9 Years of Experience
Troy, MI
BrokerSells Insurance
View SEC Summary
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Adam Weiner is a registered investment advisor at Private Advisor Group, LLC, based in Troy, MI, with 9 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
915 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

901 Wilshire Drive, Suite 262, Troy, MI, 48084

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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 is a business owner of Hatmada, LLC since 2017. Since 2022, he also operates Freedom Financial Team as a DBA for his LPL business, selling life insurance, which takes significantly more than full-time hours.

Employment History
Current Registrations
Private Advisor Group, LLC
September 2025 - Present · 1 yr 1 mo
LPL Financial LLCBroker
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
LPL Financial LLC
May 2019 - December 2025 · 6 yrs 7 mos
Fsc Securities Corporation
October 2018 - May 2019 · 7 mos
Fsc Securities CorporationBroker
October 2018 - May 2019 · 7 mos
Aig Capital Services, INC.Broker
March 2016 - February 2018 · 1 yr 11 mos
State Registrations7 states
AZFLMIPASCTNTX
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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