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Adam Mitchell Venokur

Aprio Wealth Management, LLC

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About Adam Mitchell Venokur

Adam Venokur is a financial advisor registered with Aprio Wealth Management, LLC. Adam has been in the financial industry for over 20 years and is a Certified Financial Planner™ and Personal Financial Specialist. Adam has experience in various financial services, including investment advising and insurance sales. Adam is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Adam works with clients of all ages and backgrounds. Adam has experience providing financial advice to individuals, families, and businesses.

Firm Information

Adam Venokur is currently registered with Aprio Wealth Management, LLC. Aprio Wealth Management, LLC is an investment advisory firm headquartered in Atlanta, Georgia. They manage over $1 billion in assets for clients such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars.
Aprio Wealth Management, LLC

2002 SUMMIT BOULEVARD

ATLANTA, GA 30319

$1.84B

Assets Under Management

Not reported

Total Clients

20

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Venokur’s Registration & Firm History

NY

04/19/2021 - Present

Aprio Wealth Management, LLC (NEW YORK NY)

NY

12/03/2001 - 05/05/2021

EQUITABLE ADVISORS, LLC (NEW YORK NY)

NY

05/25/2000 - 10/12/2001

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

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Licenses & Designations

IA

Issued 06/27/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Mitchell Venokur.
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