Adam
Queler
Woodbury Financial Services, Inc
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About this Advisor
Adam Queler is a certified financial planner who works out of Gastonia, North Carolina with 2 years of relevant experience. Queler currently works for Woodbury Financial Services, Inc. Queler has gained experience at The Vanguard Group, Inc, Raymond James Financial Services Inc, Raymond James Financial Services Advisors Inc, Nc Saints Baseball Academy, Woodbury Financial Services Inc, First United Methodist Church Of Gastonia, Nc, Q Financial Planning LLC and Pridnia Investments Inc. Queler maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina, Pennsylvania, South Carolina and Virginia. Woodbury Financial Services, Inc is a financial advisory company that has its headquarters in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 employees. It administers $19 billion in assets across its 101,950 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a diverse set 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 and educational seminars. A financial advisor's fees depend on the financial services offered. Fees billed by Woodbury Financial Services, Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
- Educational seminars/workshops
Adam Queler Work History
Adam has been registered as a financial advisor for 2 years.*
Woodbury Financial Services Inc
Nc Saints Baseball Academy
First United Methodist Church Of Gastonia, Nc
Q Financial Planning LLC
Raymond James Financial Services Inc
Raymond James Financial Services Advisors Inc
Nc Saints Baseball Academy
Pridnia Investments Inc
The Vanguard 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 Queler 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 Woodbury Financial Services, Inc
Jericho, NY
Green Bay, WI
Glenwood, IA
Claremont, NH
Cameron, WI
Center, TX
Mount Joy, PA
Melville, NY
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.
