AM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Fee Structure
Financial Planning:Investment management only
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
Investment Management
Loading...
Advisor Information
Office location
Richmond, VA
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Adam is the president and owner of WealthHyve Advisors, LLC, which is a DBA for an investment-related business.
Employment History
Current Registrations
Private Client Services, LLC
December 2021 - Present · 4 yrs 1 mo
Private Client Services, LLC
December 2021 - Present · 4 yrs 1 mo
Private Client Services, LLC Broker
December 2021 - Present · 4 yrs 1 mo
Previous Registrations
LPL Financial LLC
November 2018 - November 2021 · 3 yrs
LPL Financial LLC Broker
November 2018 - November 2021 · 3 yrs
MML Investors Services, LLC
December 2015 - November 2018 · 2 yrs 11 mos
MML Investors Services, LLC Broker
July 2013 - November 2018 · 5 yrs 4 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.