Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Miloro is a financial advisor with over 20 years of experience in the industry. Adam is currently an Area Vice President, Retirement Plan Consulting at Gallagher Fiduciary Advisors, LLC. Adam is a Certified Financial Planner and holds Series 6, Series 63 and SIE licenses. Adam has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses.
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.
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.
See schedule d misc. for explanation
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.
A percentage of the total value of assets under management is charged.
1
2
MA
06/08/2022 - Present
Gallagher Fiduciary Advisors, LLC (Boston MA)
MA
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Boston MA)
MA
04/01/2014 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (BOSTON MA)
MA
11/30/2010 - 04/08/2014
LPL FINANCIAL LLC (BOSTON MA)
MA
11/08/2007 - 11/30/2010
NRP FINANCIAL, INC. (BOSTON MA)
MA
10/02/2006 - 10/09/2007
GWFS EQUITIES, INC. (BOSTON MA)
MA
03/15/2004 - 10/03/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/15/2004 - 10/03/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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