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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Brzeczek is an Investment Advisor Representative at Rutherford Investment Management. Adam has been in the financial industry since 2016 and has a Series 63, Series 65, Series 79 and SIE license. Adam also has a background in business and is a co-founder and co-CEO of Aestuary, Inc. Adam's experience and expertise allow him to provide a wide range of investment 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.
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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CA
05/31/2024 - Present
Rutherford Investment Management (San Francisco CA)
CA
08/15/2016 - 07/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
IA
Issued 04/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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