Adam David Sendzischew

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2014 → 08/2025
  M Holdings Securities, Inc.
  Portland, OR
• 08/2014 → 05/2024
  Jones Lowry
  Miami, FL
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  West Palm Beach, FL
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  West Palm Beach, FL

Previous Registrations

• 2014-08-12 → 2025-08-11
  M Holdings Securities, Inc.
  West Palm Beach, FL
  Miami, FL
  Portland, OR
  Miami, FL
  Pinecrest, FL
  Miami, FL
  Morristown, NJ
• 2008-04-25 → 2014-08-08
  Park Avenue Securities Llc
  Miami, FL

Other Businesses

(1)Name of Business: ADKERU LLC Address: 11251 SW 72nd CT, Pinecrest, FL, 33156, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 04/18/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Consulting Wealth Group Inc Address: 11251 SW 72nd CT, Pinecrest, FL, 33156, United States Activity Type: Business Owner Position/Title: Officer - President, Owner/Proprietor Investment Related: No Start Date: 07/28/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pass through entity that receives my commissions not held out to the public (3)Name of Business: Eagle Rock Wealth Management Address: 470 Columbia Dr Ste 100E, West Palm Beach, FL, 33409-1997, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 06/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life Insurance variable and non-variable sales (4)Name of Business: Estate Planning Council of Greater Miami Dade Address: 3201 Rickenbacker Cwy, Key Biscayne, FL, 33149, United States Activity Type: Non profit Position/Title: Other, Director Investment Related: No Start Date: 07/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Local Estate Planning Board - Past President and current advisor to board. As someone who held the Presidency for multiple years and had great success in those years, I merely guide the current executive board so that we continue to be a Council Of Excellence Chapter. (5)Name of Business: Greenberg and Rapp Financial Group Address: 470 Columbia Dr Ste 100E, West Palm Beach, FL, 33409-1997, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 06/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life Insurance variable and non-variable sales (6)Name of Business: Jones Lowry LLC Address: 470 Columbia Dr Ste 100E, West Palm Beach, FL, 33409-1997, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 08/31/2008 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: sell insurance (7)Name of Business: Jones Lowry LLC Address: 470 Columbia Dr Ste 100E, West Palm Beach, FL, 33409-1997, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Life Insurance variable and non-variable sales (8)Name of Business: Phylax Legacy Advisors (a dba for Jones Lowry LLC) Address: 470 Columbia Dr Ste 100E, West Palm Beach, FL, 33409-1997, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: CEO, Producer, and Operator

Exams

• S66 Uniform Combined State Law Examination
  2008-01-24

Designations

• Certified Financial Planner