Adam
Mayer

Advisors Asset Management, Inc

CRD#3198703
Investment Advisor
in Atlanta, GA

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About this Advisor

Adam Mayer is a financial advisor based in Atlanta, Georgia, working with Advisors Asset Management, Inc. Adam has previously held a position at Advisors Asset Management, Inc. Adam has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Adam is part of Advisors Asset Management, Inc, which operates out of Atlanta, Georgia. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

4618 Buckline Circle
Atlanta, GA 30338

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Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$3,853,640,375

GA Average: $2,349,664,866
Total Number of Employees

272

GA Average: 28
Total Number of Accounts

1,767

GA Average: 1,101
Average Account Size

$2,180,894

GA Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Adam Mayer Work History

2005 - Present (19 years)

Advisors Asset Management, Inc

Disclosures

Please visit the SEC profile of Adam Mayer 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 Advisors Asset Management, Inc

Madeline Hope
New York, NY
German Diaz
Dallas, TX
Evangeline Kanaris
Lisle, IL
Frederick Weihmiller
Monument, CO
Brian Winkler
Melville, NY
Michael Petrucelli
Melville, NY
Evan Harte
Lutz, FL
Lory Espino
Boerne, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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