Adam Daniel Bortolussi

Current Employers

Employment History

• 11/2010 → Present
  Bortolussi Wealth Management, Inc.
  Hopkinton, MA
• 07/2019 → Present
  Fitts Insurance Agency, Inc.
  Southborough, MA

Previous Registrations

• 2010-08-27 → 2010-11-09
  Columbia Management Investment Advisers, Llc
  Boston, MA
• 2009-12-15 → 2010-07-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Waltham, MA
• 2006-11-17 → 2009-09-15
  Ubs Financial Services Inc.
  Worcester, MA
• 2006-05-02 → 2006-11-20
  Morgan Stanley Dw Inc.
  Worcester, MA
  Worcester, MA

Other Businesses

INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. INSURANCE PRODUCTS PRIMARILY RECOMMENDED THROUGH FITTS INSURANCE AGENCY, INC. 200 FOUNDATION; NON-INVESTMENT-RELATED; FRAMINGHAM, MA; PRESIDENT; 05/2005; 1-5 HRS/MONTH 200 FOUNDATION ENDOWMENT TRUST; NON-INVESTMENT RELATED; FRAMINGHAM, MA; 10/2023; 1-5 HRS/MONTH 7/2019 DIRECTOR OF FITTS INSURANCE AGENCY, INC. LOCATED IN SOUTHBOROUGH, MA. THIS TAKES UP LESS THAN 10% OF HIS TIME BORTOLUSSI WEALTH MANAGEMENT, INC. INVESTMENT RELATED, SAME LOCATION, PRESIDENT, INVESTMENT MANAGEMENT, 90% OF TIME. REAL ESTATE RENTAL; NOT INVESTMENT RELATED ; VARIOUS ADDRESSES; PROPERTY MANAGER; LESS THAN 10% OF TIME PER MONTH; OVERSEE PROPERTY MANAGEMENT INCLUDING RENTAL OVERSIGHT AND PAYING BILLS DRAMBUIE REALTY TRUST; NOT INVESTMENT RELATED; 3 YALE ROAD HOPKINTON, MA; TRUSTEE; LESS THAN 10% OF TIME PER MONTH

Exams

• S66 Uniform Combined State Law Examination
  2004-11-04

Other Names

• Adam D Bortolussi