ADVISOR BIO

Adam Mcdonnell Reed is a financial advisor at RBC Capital Markets, LLC. Adam has been in the financial industry since 2005. Adam is registered in Connecticut, Texas, and the Virgin Islands. Adam has passed the Series 7, Series 66, and SIE exams. In addition to RBC Capital Markets, LLC, Adam has also worked for Wells Fargo Clearing Services, LLC and Advest, Inc.

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ADVISOR BIO

Adam MacHani is a financial professional registered with Goldman Sachs & Co. LLC. Adam has been in the industry since 2018 and has held previous roles at BNP Paribas Prime Brokerage, Inc., BNP Paribas Securities Corp., and J.P. Morgan Securities Inc. Adam is licensed in multiple states and holds several professional designations including Series 7, 63, SIE, and 99 licenses. Adam specializes in providing financial advice to a wide range of clients including high-net-worth individuals, corporations, and investment companies. Adam's experience and expertise make him a valuable asset to any client seeking financial guidance.

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ADVISOR BIO

Adam Arrington is an Investment Advisor Representative with Fisher Investments in Plano, TX. Adam has been in the industry since 2012. Adam is a licensed Investment Advisor Representative in the state of Texas and has several industry certifications. Adam has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and Cetera Investment Services LLC. Adam also owns and manages rental properties.

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ADVISOR BIO

Adam David Janovic is a registered representative with Ingalls & Snyder, LLC. Adam has been in the securities industry since 2002. Adam is currently registered in 24 states and is approved to operate as both a broker and investment advisor. Adam has passed the Series 66, Series 7, and SIE exams. Adam specializes in working with high net worth individuals, charitable organizations, pension and profit sharing plans, corporations, and other businesses.

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ADVISOR BIO

Adam Jed Stein is a financial professional with Goldman Sachs & Co. LLC, a firm that manages more than $50 billion in assets. Adam is registered in all 50 states and the District of Columbia, and holds the Series 63, 7TO and SIE licenses. Adam has been in the financial industry since 2023. At Goldman Sachs, Adam specializes in various financial services including financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Adam Duong is an investment advisor representative with Adam Capital, registered with the state of Georgia since April 4, 2018. Adam Duong has been working in the financial industry since March 2012. Adam Duong has passed the Uniform Investment Adviser Law Examination (Series 65). Adam Capital provides portfolio management services for individuals and pooled investment vehicles. They manage approximately $754,000 in client assets.

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ADVISOR BIO

Adam Kenneth Stern is a financial professional with over 35 years of experience in the industry. Adam is currently registered with Aegis Capital Corp. and has held previous positions with SPENCER TRASK VENTURES, INC., JOSEPHTHAL LYON & ROSS INCORPORATED, J F LOWE & COMPANY INCORPORATED, THOMAS JAMES ASSOCIATES, INC., ALISON, BAER SECURITIES INC., GRAYSTONE NASH, INC. and F.D. ROBERTS SECURITIES, INC. Adam holds FINRA Series 7, 9, 10, 24, 63, 79TO and SIE licenses. Adam specializes in providing financial advice and portfolio management services to high-net-worth individuals, corporations, and pooled investment vehicles. Adam is registered to provide investment advice in all 50 states and the District of Columbia.

SPECIALIZATIONS

ADVISOR BIO

Adam Carter Thayer is a financial advisor with Boyd Watterson Asset Management, LLC. Adam has been in the financial services industry since 1998 and holds the Series 7, Series 55, and Series 63 licenses. Adam is also a Chartered Financial Analyst. Adam works with individuals, businesses, pooled investment vehicles, and institutional clients.

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ADVISOR BIO

Adam Kapusta is a financial advisor with over 20 years of experience in the industry. Adam is a registered representative and investment advisor representative. Adam is currently registered with Robert W. Baird & Co. Inc. and is licensed to conduct business in 34 states. Adam's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Adam Godlewski is an Investment Advisor Representative at Guggenheim Investments. Adam has been in the industry since August 2015 and is registered in Alabama, Georgia, Illinois, North Carolina, South Carolina, Tennessee, and Virginia. Adam has passed the Series 66, Series 7, and SIE exams. Adam specializes in providing investment advice to investment companies and pooled investment vehicles. Adam has been with Guggenheim Investments since July 2015.

SPECIALIZATIONS