Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Shack is a registered investment advisor representative with Blackrock Financial Management, Inc. Adam has been in the industry since February 2002. Adam has Series 7, Series 55, Series 63 and Series 65 licenses. In addition, Adam holds a SIE license. Adam is registered with the state of New York for broker-dealer activities and the state of New York and North Carolina for investment advisor activities. Adam's areas of specialization include: portfolio management for individuals, investment companies and pooled investment vehicles, as well as pension consulting and selection of other advisers. Adam's previous experience includes working for Schonfeld Securities, LLC.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/18/2016 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
NY
01/31/2002 - 02/20/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
IA
Issued 02/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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