Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAS offers both transaction-based (brokerage) and fee-based (advisory) accounts. Fees for financial planning and consulting are negotiated based on the IAR's experience, client needs, time, and plan complexity. Subscription-based financial planning is also available for an annual fee paid monthly or quarterly.
Areas of Practice
Advisor Information
Office location
437 Madison Avenue, 29th Floor, New York, NY, 10022
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam occasionally writes insurance outside of Guardian since 2015, dedicating minimal time to this activity. He also serves as the Financial Secretary on the Board of Directors for Congregation B'Nai Israel, spending a few hours per week on this non-investment related role.