Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Underwood is a financial advisor at Rockbridge Investment Management, LLC. Adam is a Certified Financial Planner. He is registered to provide investment advice in New York. His office is located in Syracuse, NY. Adam has worked in the financial industry since July 2018. He has experience with several financial firms, including Equitable Advisors, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NY
09/22/2022 - Present
Rockbridge Investment Management, LLC (SYRACUSE NY)
NY
07/24/2018 - 03/03/2022
EQUITABLE ADVISORS, LLC (SYRACUSE NY)
BOTH
Issued 08/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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