Adam Todd Elover

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 09/2024
  Rochdale Investment Management
  New York, NY
• 06/2006 → 09/2024
  Rim Securities Llc
  New York, NY
• 10/2024 → Present
  Lpl Financial
  Mt. Laurel, NJ

Previous Registrations

• 2012-03-21 → 2024-10-18
  Rbc Rochdale, Llc
  New York, NY
  Pleasantville, NY

Other Businesses

1- 09/2024 / McLaughlin Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business locations 2- 05/29/2026 - Cornerstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 80 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-08-15
• S66 Uniform Combined State Law Examination
  2007-01-18

Designations

• Chartered Financial Analyst

Other Names

• Adam Todd Elover
• Adam Elover