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Adam Nickolas Stork

Charles Schwab & CO., Inc.

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About Adam Nickolas Stork

Adam Stork is a financial professional with over 20 years of experience in the securities industry. Adam currently works as a registered representative for Charles Schwab & Co., Inc., a firm that provides a range of financial services, including asset management, financial planning, and brokerage services. Before joining Charles Schwab, Adam held positions at TD Ameritrade, Inc. and Dreyfus Service Corporation. Adam has a strong background in investment advisory services and has successfully helped clients achieve their financial goals. Adam is licensed to conduct business in multiple states and has obtained industry-recognized certifications.

Firm Information

Adam Stork is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Adam Stork’s Registration & Firm History

NY

01/26/2022 - Present

Charles Schwab & CO., Inc. (Lake Grove NY)

NY

03/14/2007 - 07/29/2024

TD AMERITRADE, INC. (Lake Grove NY)

NY

07/25/2000 - 10/23/2006

DREYFUS SERVICE CORPORATION (UNIONDALE NY)

NY

10/26/1999 - 04/18/2000

TAYLOR STUART FINANCIAL (GREAT NECK NY)

NJ

05/14/1999 - 10/29/1999

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

NY

05/14/1999 - 06/24/1999

JOSEPH DILLON & COMPANY INC. (GREAT NECK NY)

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Licenses & Designations

IA

Issued 06/18/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Adam Nickolas Stork.
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