Adam Wojtkowski
CRD Number: 4803455Current Firm: Copper Beech Wealth Management
Compensation Model: Fee Only
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
Company Name | Location | Dates | Years |
---|---|---|---|
Nwam, Llc Dba Northwest Asset Management | Mercer Island, WA | Feb 2022 - Current | 2 |
Smith, Salley & Associates, LLC | Greensboro, NC | Jul 2019 - Feb 2022 | 2 |
Beaumont Financial Partners, LLC | Wellesley Hills, MA | Feb 2014 - Jun 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2004 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- MA
- RI
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$295,787
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, RI
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