Adam Doerr is a registered investment advisor, based in Villa Park, IL, with 3 years of industry experience.
Location
Villa Park, IL
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Redswan Markets, LLC
February 2026 - Present · 3 mos
Redswan Markets, LLCBroker
February 2026 - Present · 3 mos
Red Swan Private Client
February 2026 - Present · 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2024 - June 2025 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2024 - June 2025 · 6 mos
Fidelity Personal and Workplace Advisors
September 2021 - October 2024 · 3 yrs 1 mo
Fidelity Brokerage Services LLCBroker
August 2021 - October 2024 · 3 yrs 2 mos
State Registrations1 state
TX
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.