Adam Siler is a registered investment advisor, based in Chico, CA, with 8 years of industry experience.
Location
1600 Mangrove Suite 100, Chico, CA, 95926
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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.
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Adam works as a financial professional for Optimize Retirement Group, providing financial services. He dedicates a few hours per week to this activity, with minimal time spent during trading hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 5 mos
Previous Registrations
LPL Financial LLC
August 2022 - May 2025 · 2 yrs 9 mos
LPL Financial LLCBroker
February 2022 - May 2025 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
June 2017 - March 2022 · 4 yrs 9 mos
State Registrations15 states
ALAZCACOFLIDILKSMTNVOHORTNTXWA
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.