Anastasios
Adam

Papamarkou Wellner Perkin Advisors

CRD#2543337
Investment Advisor
in New York, NY

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About this Advisor

Anastasios Adam is a financial advisor based in New York, New York, working with Papamarkou Wellner Perkin Advisors. Anastasios has previously held positions at Papamarkou Wellner & Company, Inc, Optima Asset Management LLC, Papamarkou Wellner Asset Management Inc, and Optima Fund Management LLC. Anastasios has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Anastasios is part of Papamarkou Wellner Perkin Advisors, which operates out of New York, New York. The firm has 1 office and 10 employees. The firm manages assets totaling $332.4 million 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 pooled investment vehicles, selection of other advisers, publication of newsletters, and other services. The fee structure at Papamarkou Wellner Perkin Advisors includes asset-based and other fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Others

Office Location

430 Park Avenue 17Th Floor
New York, NY 10022

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Papamarkou Wellner Perkin Advisors Brokerage Details

Total Assets Under Management

$332,447,131

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

10

NY Average: 88
Total Number of Accounts

112

NY Average: 3,892
Average Account Size

$2,968,278

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Anastasios Adam Work History

2020 - Present (4 years)

Papamarkou Wellner & Company, Inc

2020 - Present (4 years)

Papamarkou Wellner Asset Management Inc

2019 - 2020 (1 year)

Optima Asset Management LLC

2003 - 2019 (16 years)

Optima Fund Management LLC

Disclosures

Please visit the SEC profile of Anastasios Adam 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 Papamarkou Wellner Perkin Advisors

Kyle Wellner
New York, NY
Nicolas Sitinas
New York, NY
Lorenzo Lorenzotti
New York, NY
Thorne Perkin
New York, NY
Joanne Zerillo
New York, NY
Donik Arabyan
New York, NY
Karl Wellner
New York, NY
Anastasios Adam
New York, NY

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