Adam
Corder

Wealthspire Advisors

CRD#7549788
Investment Advisor
in Annapolis, MD

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About this Advisor

Adam Corder is a financial advisor based in Annapolis, Maryland, working with Wealthspire Advisors. Adam has previously held positions at Wealthspire Advisors, The Nordic Inn, The National Opinion Research Center at the University of Chicago, the US Census Bureau, the University of Maryland Baltimore County, and as a middle school/high school student. Adam has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Adam is part of Wealthspire Advisors, which operates out of Annapolis, Maryland. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

900 Bestgate Road Suite 200
Annapolis, MD 21401

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Wealthspire Advisors Brokerage Details

Total Assets Under Management

$18,872,379,313

MD Average: $7,464,549,021
Total Number of Employees

259

MD Average: 88
Total Number of Accounts

7,156

MD Average: 3,892
Average Account Size

$2,637,281

MD Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Adam Corder Work History

2022 - Present (2 years)

Wealthspire Advisors

2021 - 2022 (1 year)

The Nordic Inn

2020 - 2021 (1 year)

The National Opinion Research Center At University Of Chicago

2020 - 2020 (< 1 year)

Us Census Bureau

2015 - 2019 (4 years)

University Of Maryland Baltimore County

2012 - 2015 (3 years)

Middle School/High School Student

Disclosures

Please visit the SEC profile of Adam Corder 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 Wealthspire Advisors

John Dobson
Delafield, WI
Benjamin Snediker
West Hartford, CT
Inessa Mischenko
Potomac, MD
Christopher Leddy
Palm Beach Gardens, FL
Emily Platt
Potomac, MD
Christopher Jennings
New York, NY
Brent Katterheinrich
Madison, WI
Myka Koenen
Reston, VA

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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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.

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