Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Piervincenzi is a financial professional with over a decade of experience in the industry. Adam has held positions at several prominent firms, including Paulson Investment Company LLC, A.G.P. / Alliance Global Partners, and Fordham Financial Management, Inc. Adam is currently registered with BNY Mellon Securities Corp. as a General Securities Principal. Adam's expertise covers a broad range of financial services, including portfolio management for individuals 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.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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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2
NY
11/15/2023 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
NY
07/06/2022 - 01/03/2023
PUMA CAPITAL, LLC (RYE NY)
NJ
09/14/2020 - 11/09/2021
PAULSON INVESTMENT COMPANY LLC (Hazlet NJ)
NY
01/07/2019 - 09/17/2020
A.G.P. / ALLIANCE GLOBAL PARTNERS (New York NY)
NY
05/10/2018 - 07/03/2018
FORDHAM FINANCIAL MANAGEMENT, INC. (New York NY)
NJ
04/20/2009 - 06/27/2012
STOCKCROSS FINANCIAL SERVICES, INC. (JERSEY CITY NJ)
NJ
09/25/2006 - 04/03/2009
HILL THOMPSON MAGID & CO., INC. (JERSEY CITY NJ)
NJ
04/26/2006 - 09/28/2006
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NE
12/14/2004 - 03/30/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
06/18/2003 - 11/21/2003
MAXIM GROUP LLC (NEW YORK NY)
NY
11/05/2002 - 06/05/2003
MAXIM GROUP LLC (NEW YORK NY)
NY
10/30/2000 - 02/27/2001
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NY
06/14/2000 - 10/27/2000
WHITEHALL WELLINGTON INVESTMENTS, INC. (PORT WASHINGTON NY)
NY
06/14/2000 - 08/14/2000
CAMBRIDGE CAPITAL, LLC (GARDEN CITY NY)
BC
Issued 06/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2019
Series 57TO - Securities Trader Exam
BC
Issued 07/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2007
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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