Adam Croll (CRD# 2735513) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 7 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| F/m Investments, LLC | Washington, DC | Jun 2019 - Current | 4 |
| Vestmark Inc. | Jersey City, NJ | Oct 2017 - Jun 2019 | 1 |
| Unemployed | Warrenton, VA | Jun 2017 - Oct 2017 | < 1 |
| Clarion Wealth Management Partners | Fairfax, VA | Jan 2017 - Jun 2017 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2015 - Jan 2017 | 1 |
| Legacy Financial | Bethesda, MD | Aug 2015 - Jan 2017 | 1 |
| Fortigent, LLC | Rockville, MD | Apr 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- DC
-
Total Assets Under Management183MILLIONS
-
Total Number of Accounts191ACCOUNTS
-
Average Account Value$958,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
DC, FL, KY, OH, TN, TX
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