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Adam Burg

Thrive Capital Management, LLC

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About Adam Burg

Adam Burg is a registered investment advisor representative with Thrive Capital Management, LLC. Adam is a licensed individual with Series 66, 7, 9, and 10 licenses. He is also a registered investment advisor representative in Pennsylvania. Adam Burg has over 20 years of experience in the financial services industry and is committed to providing clients with personalized financial advice and guidance. Thrive Capital Management, LLC offers a variety of financial planning and investment management services. The firm has a strong focus on serving individuals and high-net-worth clients.

Firm Information

Adam Burg is currently registered with Thrive Capital Management, LLC. Thrive Capital Management, LLC is an investment advisor headquartered in FORT WASHINGTON, PA. The firm has 16 licensed agents and manages over $392,766,587 in regulatory assets. They provide financial planning, portfolio management for individuals, and educational seminars. They work with high-net-worth individuals and other individuals.
Thrive Capital Management, LLC

500 W OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034

$392.77M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Burg’s Registration & Firm History

PA

06/06/2024 - Present

Thrive Capital Management, LLC (FORT WASHINGTON PA)

PA

06/10/2011 - 06/03/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)

NY

01/06/2006 - 05/16/2011

DOMINICK & DOMINICK LLC (NEW YORK NY)

NY

04/09/2003 - 02/01/2006

TRAUTMAN WASSERMAN & COMPANY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/07/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Burg.
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