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Adam Bernard Strouse

Private Advisor Group, LLC

Morristown, NJ

Evansville, IN

CRD 4536330

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Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2014-04-29
IN RA APPROVED 2012-11-09
  • LA RA
    APPROVED
    Since 2014-04-29
  • IN RA
    APPROVED
    Since 2012-11-09

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

203 Main Street, Ste 105, Evansville, IN 47708 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Evansville IN 11/2012 Present
Private Advisor Group, Llc Evansville IN 11/2012 Present
Previous Registrations
Other Businesses

1) 11/08/2012: REAL ESTATE RENTAL - HAL INVESTMENTS, INC. - PRESIDENT. RENTAL PROPERTY LOCATED AT 4601 LINCOKLN AVE., EVANSVILLE, IN. - TIME SPENT 1%. 2) 11/08/2012: NON-VARIABLE INSURANCE - STROUSE FINANCIAL GROUP, LLC - MANAGING PARTNER. SELL LIFE, HEALTH, AND P&C INSURANCE. - TIME SPENT 10% - EVANSVILLE, IN. 3) 11/08/2012: OTHER-OFFICE BUILDING -STROUSE FINANCIAL GROUP - OWN OFFICE BUILDING. NOT RENTING OUT. ADDRESS IS 203 MAIN ST. 4) 5/30/2013: DBA ONLY - STROUSE WEALTH ADVISORS - EVANSVILLE, IN. 5) 11/05/2013 - THE AUTOTHORITY, INC - RETAIL AUTOMOBILE SALES - RETAIL SPECIALTY AUTOMOBILE SALES/SERVICE. PRESIDENT OF COMPANY. AUTHORITY TO PURCHASE AND SELL AS WELL AS FINANCIAL RESPONSIBILITIES. 100% OWNERSHIP IS ADAM STROUSE, NO OTHER PARTIES ARE OFFICERS. - 5% OF TIME SPENT. 6) 01/09/2018 - Private Advisor Group - DBA: Strouse Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/30/2013 - 90 Hours Per Month/75 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 1/9/2018. I expect to spend approximately 90 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 12/4/2018 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 11/29/2018 - 50 Hours Per Month/50 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 12/4/2018. I expect to spend approximately 50 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 11/14/2023 - ABS Wealth LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2023 - 150 Hours Per Month/ During Trading 9) 01/08/2024 - ABS Wealth, LLC - Non-Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 7/31/2023 - 5 hrs/Mo During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-21
  • S66 Uniform Combined State Law Examination
    2002-06-21
Designations
  • Certified Financial Planner
Other Names
  • Adam Bernard Strouse
  • Adam Bernard Strouse, Cfp

View on SEC IAPD

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