Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Christian Robison is a financial professional with over 24 years of experience in the industry. Adam currently works at Stifel, Nicolaus & Company, Inc. in STAMFORD, CT. Adam previously worked at STERNE, AGEE & LEACH, INC., CHAPDELAINE & CO., BANC OF AMERICA SECURITIES LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
NY
01/14/2011 - 06/05/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NY
07/01/2009 - 01/06/2011
CHAPDELAINE & CO. (NEW YORK NY)
NY
03/13/2009 - 07/02/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
09/02/1999 - 03/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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