AG
CFP
AG
CFP

Adam Bashir Govani

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$800
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Location

1200 17th Street, Suite 500, Denver, CO, 80202

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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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Employment History
Current Registrations
Mercer Global Advisors INC.
March 2025 - Present · 11 mos
Previous Registrations
Conquis Financial LLC
October 2023 - January 2025 · 1 yr 3 mos
Summitry, LLC
August 2019 - September 2023 · 4 yrs 1 mo
Cambridge Investment Research, INC.Broker
August 2017 - February 2019 · 1 yr 6 mos
Cambridge Investment Research Advisors, INC.
August 2017 - February 2019 · 1 yr 6 mos
Waddell & Reed
September 2016 - August 2017 · 11 mos
Waddell & ReedBroker
August 2016 - August 2017 · 1 yr
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Adam Bashir Govani - Financial Advisor | TrueAdvisor