ADAM JONATHAN SHEER is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with CORIENT PRIVATE WEALTH LP.
| Firm | From | To | Current |
|---|---|---|---|
| CORIENT PRIVATE WEALTH LP | 2026-01-23 | present | Yes |
| CORIENT PRIVATE WEALTH LP | 2023-02-17 | 2025-12-31 | — |
| ROOSEVELT INVESTMENTS | 2021-07-18 | 2024-10-17 | — |