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Adam Michael Congdon

Payden & Rygel Distributors

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About Adam Michael Congdon

Adam Congdon is a financial advisor with Payden & Rygel Distributors. Adam holds multiple licenses, including Series 7, 24, 52, 53, 66 and SIE. Adam's experience includes time at Performance Trust Capital Partners, LLC. Adam has been active in the financial industry since 2011. Adam is registered in the state of California.

Firm Information

Adam Congdon is currently registered with Payden & Rygel Distributors. Payden & Rygel Distributors is a Corporation that was formed on February 13, 1992. They are registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

33

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.

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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Adam Congdon’s Registration & Firm History

CA

07/07/2014 - Present

Payden & Rygel Distributors (LOS ANGELES CA)

IL

10/28/2011 - 06/12/2014

PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 02/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/17/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Michael Congdon.
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