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
25B Vreeland Road, Suite 300, Florham Park, NJ, 07932
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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 works with Innovative Underwriters, Crump, Lion Street, and Peterson Group to fulfill clients' insurance needs, dedicating a few hours per week. He also owns NS Private Client Group LLC and Private Client Insurance Services LLC, spending full-time on the former and about a quarter of his time on the latter, and collects bank referral fees for real estate financing introductions, dedicating minimal time.