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Adam Sikorski

Change Wealth Advisors

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About Adam Sikorski

Adam Sikorski is a registered investment advisor representative with Change Wealth Advisors in Anchorage, Alaska. Adam has been in the financial services industry since 2003 and has a broad range of experience in providing financial advice. Adam is also a registered investment advisor representative in Nevada. Adam has a strong track record of success in helping clients achieve their financial goals and is dedicated to providing them with personalized service.

Firm Information

Adam Sikorski is currently registered with Change Wealth Advisors. Change Wealth Advisors is an investment advisor registered with the SEC. They provide financial planning and portfolio management for individuals and high-net-worth individuals. The firm manages approximately $46,292,801 in assets for 341 clients.

$46.29M

Assets Under Management

Not reported

Total Clients

1

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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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 Sikorski’s Registration & Firm History

AK

05/10/2024 - Present

Change Wealth Advisors (ANCHORAGE AK)

CO

01/25/2008 - 01/29/2016

SCOTTRADE, INC. (GREENWOOD VILLAGE CO)

CA

04/05/2007 - 12/10/2007

WAMU INVESTMENTS, INC. (SHERMAN OAKS CA)

CA

02/28/2005 - 07/05/2006

TD AMERITRADE, INC. (ENCINO CA)

NY

11/03/2003 - 02/22/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 04/30/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/26/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 10/31/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Sikorski.
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