Adam Aldrich is an investment adviser representative (IAR) with state registration records since 2006, appearing at 9 firms. Currently registered with MAI CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 2026-02-13 | present | Yes |
| THE HUNTINGTON INVESTMENT COMPANY | 2025-10-27 | 2026-02-03 | — |
| LPL FINANCIAL LLC | 2015-03-11 | 2025-09-18 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2013-03-18 | 2015-03-11 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2012-06-25 | 2013-03-21 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-09-03 | 2012-07-13 | — |
| WELLS FARGO INVESTMENTS, LLC | 2009-03-04 | 2009-09-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-02-02 | 2008-12-08 | — |
| UBS FINANCIAL SERVICES INC. | 2006-11-22 | 2007-01-17 | — |