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Adam Choate Guard

Amundi Asset Management US, Inc.

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About Adam Choate Guard

Adam Choate Guard is an investment advisor representative at Amundi Asset Management US, Inc. Adam has been in the industry since December 2022. Adam is registered with the state of Massachusetts. Adam holds the Series 66, 63, 7TO, and SIE licenses. Adam's specializations include Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Businesses and Selection of Other Advisers.

Firm Information

Adam Guard is currently registered with Amundi Asset Management US, Inc.. Amundi Asset Management US, Inc. is an investment advisor registered with the SEC. The firm has offices in Boston, MA and manages more than $50 billion in assets. They offer a range of portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Amundi Asset Management US, Inc.

60 STATE STREET

BOSTON, MA 02109-1820

$119.88B

Assets Under Management

Not reported

Total Clients

76

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Guard’s Registration & Firm History

MA

01/30/2024 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 01/24/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/22/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Choate Guard.
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