ADAM SIEGEL MARFURT is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-09-06 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2022-01-25 | 2022-06-29 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2014-03-25 | 2022-06-29 | — |
| TD AMERITRADE, INC. | 2014-03-25 | 2022-06-29 | — |