# ADAM DANIEL BORTOLUSSI

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FITTS INSURANCE AGENCY, INC](https://search.stillhousedata.com/firm/311349) | 2021-07-28 | present | Yes |
| [BORTOLUSSI WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/155780) | 2010-12-07 | present | Yes |
| [COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC](https://search.stillhousedata.com/firm/108257) | 2010-08-27 | 2010-11-09 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-12-15 | 2010-07-19 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2006-11-17 | 2009-09-15 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2006-05-02 | 2006-11-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4577020)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4577020.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.