Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Scharf is a financial advisor at Hightower Advisors, LLC. Adam has been working in the financial industry since October 1, 2019 and holds the Series 66, 7TO and SIE licenses. Adam has worked at multiple firms in the past including Morgan Stanley, First Republic Securities Company, LLC and Hightower Advisors. Adam has specialized in providing financial advice to insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
08/15/2023 - Present
Hightower Advisors, LLC (New York NY)
NY
02/06/2023 - 05/01/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (New York NY)
NY
12/05/2018 - 07/25/2022
MORGAN STANLEY (New York NY)
BOTH
Issued 01/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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