Adam
Howard
Benedetti, Gucer & Associates
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About this Advisor
Adam Howard is a certified financial planner who works in Atlanta, Georgia. Howard works at Benedetti, Gucer & Associates. Over the course of their career, Howard has held roles at Fidelity Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, B&C Financial Advisors and Benedetti, Gucer & Associates. Howard maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Florida, Georgia and Texas. Benedetti, Gucer & Associates is a company based out of Atlanta, GA. The company has a total of 13 people on staff. It administers $365 million in total assets between its 1,980 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,980 customer accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services are offered. However, fee types charged by Benedetti, Gucer & Associates most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Benedetti, Gucer & Associates Brokerage Details
$364,892,548
13
1,980
$184,289
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Adam Howard Work History
Adam has been registered as a financial advisor for 0 years.*
Benedetti, Gucer & Associates
B&C Financial Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fidelity Investment Services, LLC
*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 Howard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Benedetti, Gucer & Associates
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
