SA
SA

Susan Adam

1 Year of Experience
Brandon, FL

Susan Adam is a registered investment advisor at SA Investment Advisory, based in Brandon, FL, with 1 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

SA Investment Advisory provides investment advice on an hourly basis. The firm does not manage client accounts.

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Location

Brandon, FL

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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

Susan works as a nurse practitioner for You Health, dedicating about 10-20% of her time.

Employment History
Current Registrations
SA Investment Advisory
May 2024 - Present · 1 yr 11 mos
State Registrations2 states
AZFL
Advisor

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.
Susan Adam - Financial Advisor | TrueAdvisor