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Adam Joseph Godlewski

Guggenheim Investments

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About Adam Joseph Godlewski

Adam Godlewski is an Investment Advisor Representative at Guggenheim Investments. Adam has been in the industry since August 2015 and is registered in Alabama, Georgia, Illinois, North Carolina, South Carolina, Tennessee, and Virginia. Adam has passed the Series 66, Series 7, and SIE exams. Adam specializes in providing investment advice to investment companies and pooled investment vehicles. Adam has been with Guggenheim Investments since July 2015.

Firm Information

Adam Godlewski is currently registered with Guggenheim Investments. Guggenheim Investments is an investment advisor based in NEW YORK, NY. The firm manages approximately $11,255,391,581 in regulatory assets under management for 138 accounts. The firm provides investment advice to investment companies and pooled investment vehicles.
Guggenheim Investments

330 MADISON AVENUE

NEW YORK, NY 10017

$11.26B

Assets Under Management

1

Total Clients

39

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 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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Adam Godlewski’s Registration & Firm History

NY

08/25/2015 - Present

Guggenheim Investments (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Joseph Godlewski.
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