Adam Klopfenstein is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2022-10-05 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-07-18 | 2020-11-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-03-10 | 2018-12-13 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2015-11-04 | 2015-11-19 | — |
| TD AMERITRADE, INC. | 2015-11-04 | 2015-11-19 | — |