Adam Setser
Adam Setser is a registered investment advisor at Cetera Investment Advisers LLC, based in Valdosta, GA, with 9 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
913 N Patterson St, Valdosta, GA, 31601
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Adam operates his LPL business through Legacy Partners and is also a registered investment advisor hybrid with New Edge Advisors, LLC, dedicating about half of his time to this role. He also works for First Baptist Church of Valdosta, serves as a board member for Annette Howell Turner Center for the Arts, and is a non-variable insurance agent with Agents Marketing Group, spending minimal time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Newedge Advisors
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations8 states
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