Adam
Newell
Fiducient Advisors LLC
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About this Advisor
Adam Newell is a certified financial planner and chartered financial analyst working in Chicago, Illinois with a total of 8 years of relevant experience. Newell is on the advisory team at Fiducient Advisors LLC. They have spent all of their employment at Fiducient Advisors Llc. Newell maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Illinois and Texas. Fiducient Advisors LLC is a financial advisory business that has its headquarters in Chicago, IL. The firm has offices in 16 locations and a total of 215 employees. It has $40 billion in assets under management across its 1,061 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 309 charities and foundations. Of its 1,061 customer accounts, 39% belong to high-net-worth investors who have more than $1 million in investable assets. The business offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely depend on the type of services. Fees charged by Fiducient Advisors LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiducient Advisors LLC Brokerage Details
$40,020,772,510
215
1,061
$37,719,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Adam Newell Work History
Adam has been registered as a financial advisor for 8 years.*
Fiducient Advisors 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 Newell 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 Fiducient Advisors LLC
Roseland, NJ
Chicago, IL
Chicago, IL
Chicago, IL
Mc Lean, VA
Chicago, IL
Waukesha, WI
Wellesley Hills, MA
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.
