ADAM DANIEL BORTOLUSSI is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with BORTOLUSSI WEALTH MANAGEMENT, INC., FITTS INSURANCE AGENCY, INC.
| Firm | From | To | Current |
|---|---|---|---|
| FITTS INSURANCE AGENCY, INC | 2021-07-28 | present | Yes |
| BORTOLUSSI WEALTH MANAGEMENT, INC. | 2010-12-07 | present | Yes |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 2010-08-27 | 2010-11-09 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-12-15 | 2010-07-19 | — |
| UBS FINANCIAL SERVICES INC. | 2006-11-17 | 2009-09-15 | — |
| MORGAN STANLEY DW INC. | 2006-05-02 | 2006-11-20 | — |