Unclaimed
Adam Lucien Sauri is a Chartered Financial Analyst and an Investment Advisor Representative at Sol Capital Management Co., based in Rockville, Maryland. Adam has been with the firm since 2014, providing financial advice and managing portfolios for individuals, businesses, and institutions. Adam is registered with the state of Maryland and the District of Columbia, and holds the Series 65 license. Adam's expertise includes managing assets for individuals and businesses. Adam is also an active member of the financial industry and is a respected advisor in the Rockville area.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
03/11/2013 - Present
SOL Capital Management Co. (ROCKVILLE MD)
IA
Issued 03/08/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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