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Anastasios Adam

Papamarkou Wellner Perkin Advisors

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About Anastasios Adam

Anastasios Adam is a registered investment advisor representative with Papamarkou Wellner Perkin Advisors. Anastasios has been in the securities industry since 2011. Anastasios holds the Series 63, SIE, Series 22, and Series 17 licenses. Anastasios is also a board member of Alpha Trust Andromeda Investment Trust SA, a closed-ended mutual fund in Athens, Greece. Anastasios has experience working with high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles.

Firm Information

Anastasios Adam is currently registered with Papamarkou Wellner Perkin Advisors. Papamarkou Wellner Perkin Advisors is a New York-based investment advisor with a focus on portfolio management for individuals, pooled investment vehicles, and charitable organizations. The firm provides advice on asset allocation and publishes periodicals. They manage over $332 million in assets for approximately 112 clients.
Papamarkou Wellner Perkin Advisors

430 PARK AVENUE

NEW YORK, NY 10022

$332.45M

Assets Under Management

Not reported

Total Clients

7

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on asset allocation

Advice on asset allocation

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Anastasios Adam’s Registration & Firm History

NY

09/15/2021 - Present

Papamarkou Wellner Perkin Advisors (NEW YORK NY)

NY

09/02/2015 - 01/22/2019

OPTIMA SECURITIES LLC (NEW YORK NY)

NY

06/01/2000 - 08/20/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

11/28/1997 - 03/02/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

02/13/1995 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2015

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/17/1994

Series 17 - Limited Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anastasios Adam.
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