Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126
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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 owns ARS Capital Inc., which in turn owns Rockport Wealth, LLC, an RIA firm, spending minimal time on books and records. He is also independently insurance licensed, selling life, disability, and long-term care insurance, dedicating a few hours per week to this activity.