Best Investors Account Sign in
Inactive

Adam Robert Rodman

Segra Capital Management, LLC

Palm Beach, FL

CRD 5213706

Claim This Profile
Employer firm

Segra Capital Management, LLC CRD 167306

$821M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

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

Current Employers
Segra Capital Management, Llc

250 Royal Palm Way Suite 304, Palm Beach, FL 33480 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-05-30
  • TX RA
    APPROVED
    Since 2013-05-30

Branch Locations

250 Royal Palm Way Suite 304, Palm Beach, FL 33480 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Segra Capital Management Llc Dallas TX 03/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-04
S63 Uniform Securities Agent State Law Examination 2007-09-10
  • S65 Uniform Investment Adviser Law Examination
    2013-04-04
  • S63 Uniform Securities Agent State Law Examination
    2007-09-10
Other Names
  • Adam Rodman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Palm Beach, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor