Adam Patrick Clyne

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2011 → 01/2017
  Legend Equities Corp
  Clayton, MO
• 01/2017 → Present
  Lincoln Investment
  Clayton, MO

Previous Registrations

• 2011-09-06 → 2019-10-04
  Legend Advisory, Llc
  Palm Beach Gardens, FL
  Clayton, MO
  Wildwood, MO
• 2005-10-21 → 2011-09-06
  Equitable Advisors, Llc
  Creve Coeur, MO
  Creve Coeur, MO
  Chesterfield, MO
  Clayton, MO

Other Businesses

BROKERAGE UNLIMITED POSITION: Independent Agent NATURE: Fixed Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/19/2008 ADDRESS: 11433 OLDE CABIN ROAD, St. Louis MO 63141, United States DESCRIPTION: To broaden my scope of carriers and products I was recommended to contract with this agency when I formerly worked at AXA. They only offer fixed products from reputable common carriers. Life Annuity LTC Disability B&D SECURITY POSITION: Licensed Security Officer NATURE: Private Security INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: PO Box 21541, St. Louis MO 63132, United States DESCRIPTION: Some Nights and weekends only security work. BLUE CROSS BLUE SHIELD ILLINOIS EBRM AGENCY POSITION: Independent Agent NATURE: Independent agency for Blue Cross INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: 823 COMMERCE DRIVE 350, Oakbrook IL 60523, United States DESCRIPTION: I am strictly producing Blue Cross Illinois products only with this agency because no other agency wuold accomodate. I have Medicare Supplement plans, individual pre-65 health options I produce. SENIOR HEALTH SOLUTIONS POSITION: Senior Advisor NATURE: Medicare Advantage Part C and PDP Part D and Medigap Insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2013 ADDRESS: 3779 New Town Blvd, Saint Charles MO 63301, United States DESCRIPTION: Produce Medicare Supplement, Medicare Advantage, Prescription Drug Plan recommendations and enroll clients. ANTHEM BCBS MO POSITION: Independent Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2007 ADDRESS: 1831 Chestnut St, St. Louis MO 63103, United States DESCRIPTION: Independent agent direct to carrier to provide Individual Health and Medicare insurance CIGNA HEALTH AND LIFE INS POSITION: Health producer NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 900 Cottage Grove Road, Bloomfield CT 06002, United States DESCRIPTION: Produce health insurance ADVISORS INSURANCE BROKERS / NATIONAL NEW YORK LONG TERM CARE BROKERS POSITION: Independent Agent NATURE: Insurance Marketing Organization INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2011 ADDRESS: 11 Executive Park Dr, Clifton Park NY 12065, United States DESCRIPTION: Independent Insurance Producer FACTORY ST. LOUIS POSITION: Tour/ Artist security NATURE: Entertainment Venue INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2021 ADDRESS: 17105 N Outer 40 Rd, Chesterfield MO 63005, United States DESCRIPTION: Help with event staff coordination guest and artist/ tourNights / weekends NFG BROKERAGE POSITION: Fixed annuity products NATURE: FIXED ANNUITY INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/02/2023 ADDRESS: 6955 S Union Park Ctr Ste 550, Midvale UT 84047, United States DESCRIPTION: Fixed annuity products BREAKTHROUGH INSURANCE GROUP BIG POSITION: Independent agent NATURE: Fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/30/2023 ADDRESS: 1843 SULLIVAN POINTE DR, WILDWOOD MO 63011, United States DESCRIPTION: Fixed insurance production SENIOR MARKET ADVISORS SMA POSITION: Agent NATURE: Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/11/2024 ADDRESS: 6201 Centennial Blvd, Nashville TN 37209, United States DESCRIPTION: Cigna Medicare supplement agent writing

Exams

• S66 Uniform Combined State Law Examination
  2005-09-19