AB
AB

Adam Graydon Buckholz

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

4210 William Penn Highway, Ms: Pmw846, Monroeville, PA, 15146

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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 Activities

Adam plays drums in a cover band, earning less than $100 per performance. This activity takes minimal time.

Employment History
Current Registrations
Citizens Securities, INC.
March 2024 - Present · 1 yr 11 mos
Citizens Securities, INC.Broker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - March 2024 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2022 - March 2024 · 1 yr 6 mos
Huntington Financial Advisors
July 2021 - August 2022 · 1 yr 1 mo
The Huntington Investment CompanyBroker
August 2018 - August 2022 · 4 yrs
State Registrations4 states
FLOHPAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.