AC

Adam Michael Cross

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
99 clients
Average Client Portfolio
$622K average
Assets Under Management
$61.5M

Fee Structure

This document provides information about Hetal Saki, a financial advisor with AMC Wealth Management, LLC. It does not contain any fee information. Contact AMC Wealth Management, LLC directly for fee details.

Areas of Practice
Investment Management
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Advisor Information

Office location

Chicago, IL

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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
Amc Wealth Management, LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Carson Capital
March 2023 - September 2024 · 1 yr 6 mos
Amc Wealth Management, LLC
July 2020 - September 2024 · 4 yrs 2 mos
Northern Trust Securities, INC
January 2015 - July 2020 · 5 yrs 6 mos
Northern Trust Securities, INC. Broker
August 2014 - July 2020 · 5 yrs 11 mos
Edward Jones
October 2013 - May 2014 · 7 mos
Edward Jones Broker
September 2013 - May 2014 · 8 mos
State Registrations7 states
CAFLILNVNYTXUT
Advisor
Exams
No exam information available for this advisor.