ADAM L. WALDMAN is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with CITIZENS SECURITIES, INC., CLARFELD FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLARFELD FINANCIAL ADVISORS, LLC | 2025-07-15 | present | Yes |
| CITIZENS SECURITIES, INC. | 2025-06-24 | present | Yes |
| FLAGSTAR SECURITIES, INC. | 2014-11-03 | 2025-06-26 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-07-02 | 2013-11-20 | — |