Adam
Waszkowski
Namcoa
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About this Advisor
Adam Waszkowski is a financial advisor based out of Naples, Florida with a total of 10 years of relevant experience. Waszkowski currently works for Namcoa. They have spent their entire employment at Namcoa. Waszkowski holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Florida. Namcoa is a registered investment firm headquartered in Naples, FL. It has offices in 18 locations and a total of 14 advisors. It controls $236 million in assets among its 251 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to two charitable organizations. Of its 251 client accounts, 17% are held by high-net-worth investors who have more than $1 million in assets. Namcoa offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on the financial services. However, fee types billed by Namcoa likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Namcoa Brokerage Details
$236,043,677
14
251
$940,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Waszkowski Work History
Adam has been registered as a financial advisor for 10 years.*
Tutor.Com
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Waszkowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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