Adam
Kazinec

Pruco Securities, LLC

CRD#5534012
Investment Advisor
in Atlanta, GA

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About this Advisor

Adam Kazinec is a financial advisor based out of Atlanta, Georgia who has 15 years of relevant experience. Kazinec works at Pruco Securities, LLC. During their career, the advisor has held roles at Prudential Insurance Company Of America and Pruco Securities, LLC. Kazinec maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia, New Jersey and Texas. Pruco Securities, LLC is a registered investment firm headquartered in Newark, NJ. It has offices in 42 locations and a total of 2,500 employees. It oversees $14 billion in assets under management across its 106,737 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 106,737 accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which service is offered. However, fees charged by Pruco Securities, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3343 Peachtree Road, N.E. Suite 700
Atlanta, GA 30326

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

GA Average: $10,121,009,343
Total Number of Employees

2,500

GA Average: 92
Total Number of Accounts

106,737

GA Average: 6,978
Average Account Size

$131,438

GA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Adam Kazinec Work History

Adam has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Prudential Insurance Company Of America

2008 - Present (16 years)

Pruco Securities, 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 Kazinec 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 Prudential Financial Planning Services

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Sarver, PA
Andrew Estreich
Port Washington, NY
Roy Carrera
Milwaukee, WI
Douglas Ireland
Danville, IL
Sheila Gentile
Newark, NJ
Kenneth Mullins
Winter Springs, FL
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, CA

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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