AR
CFP

Adam P Rivituso

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M

Fees vary depending on the investment strategy and account size and are negotiable in certain circumstances. Invesco Advisers may also earn performance-based fees. Clients are responsible for additional charges such as brokerage, custody, and other service provider fees. Wrap program fees range from 0.00% to 0.75% per annum of assets under management.

Areas of Practice
Investment Management
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Advisor Information

Office location

Hingham, MA

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Invesco Distributors, INC.Broker
May 2017 - Present · 8 yrs 8 mos
Invesco Advisers, INC.
May 2017 - Present · 8 yrs 8 mos
Previous Registrations
Umb Distribution Services, LLCBroker
June 2014 - May 2017 · 2 yrs 11 mos
Scout Investments, INC.
June 2014 - May 2017 · 2 yrs 11 mos
Columbia Management Investment Advisers, LLC
May 2010 - April 2014 · 3 yrs 11 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - April 2014 · 3 yrs 11 mos
Columbia Management Advisors, LLC
January 2010 - May 2010 · 4 mos
Columbia Management Distributors, INC.Broker
October 2009 - May 2010 · 7 mos
Hsbc Securities (usa) INC. Broker
August 2009 - August 2009 · 0 mos
Phoenix Equity Planning CorporationBroker
February 2009 - April 2009 · 2 mos
Phoenix Equity Planning CorporationBroker
July 2006 - February 2009 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.