Adam
Sheer
Roosevelt Investments
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About this Advisor
Adam Sheer is a financial advisor based in New York, New York with 2 years of industry experience. Sheer currently works for Roosevelt Investments. Throughout their career, they have worked at The Roosevelt Investment Group, Inc, The Roosevelt Investment Group, LLC, Cipw Service Company, LLC and Ci Roosevelt Private Wealth. Sheer maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in New York. Roosevelt Investments is a registered investment company headquartered in New York, NY. The firm has offices in two locations and a total of 29 employees. It controls $3 billion in total assets between its 4,799 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 4,799 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. Roosevelt Investments provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually depend on which services are offered. However, fees charged by Roosevelt Investments most likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Roosevelt Investments Brokerage Details
$3,017,850,156
29
4,799
$628,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Adam Sheer Work History
Adam has been registered as a financial advisor for 2 years.*
Ci Roosevelt Private Wealth
Cipw Service Company, LLC
The Roosevelt Investment Group, LLC
The Roosevelt Investment Group, Inc
*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 Sheer 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 Roosevelt Investments
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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