Adam M Sachs

Current Employers

Employment History

• 07/1993 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 01/2000 → 11/2018
  John Hancock Life Insurance Co.
  Boston, MA
• 12/2003 → 09/2017
  Global Laminates
  Amesbury, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Needham Heights, MA

Previous Registrations

• 2011-10-21 → 2018-11-02
  Signator Investors, Inc.
  Wellesley Hills, MA
  Needham Heights, MA

Other Businesses

1. BD OF DIRECTORS MEMBER - CHARITABLE ORG OFFICE OF NAIFA MASS HINGHAM, MA, BD OF DIRECTORS, VP, GOVT RELATIONS, START OF RELATIONSHIP: JUL 1, 2011 HOURS PER MONTH: 10 2. President/Member, The Ashland Business Association; P.O. Box 510 Ashland, MA 01721, President, controls agendas and presides at committee and business meetings. Also act as liaison between ABA, town, and Community. 2 yr term, start 5/1/17, 6 hrs mo, 3 trading hrs 3. Director, Ashland Business Assoc P.O. Box 510 Ashland, MA 01721, Controls agendas and presides at committee and business meetings. Also act as a liaison between ABA, town, and Community. 2 yr term, 5/1/17, 6 hrs mo, 3 hrs trading. 4. NAIFA POSITION: National Committee Person NATURE: National Association of Insurance and Financial Advisors Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation's oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits,multi-line, and financial advising and investments. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. INVEST RELATED: No. # OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 06/18/2008 ADDRESS: 2400 Post Road, Warwick RI 02886: As the National Committee Person I promote national information to state the state board and to members. I also serve on the board to perpetuate the mission of our organization. 5. CENTINEL FINANCIAL GROUP, LLC POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 11/05/2018 ADDRESS: 160 Gould Street, Suite 212, Needham MA 02494 No description is necessary as I receive some compensation from renewals 6. F.A.M.I.L.Y MOVEMENT POSITION: Volunteer NATURE: 501C-3 Non profit INVESTMENT RELATED: No. # OF HOURS: 4 SEC TRADING HOURS: 0 START DATE: 01/08/2020 ADDRESS: PO Box 240794, Boston MA 02124: mentoring and providing financial wellness advice to individuals looking to purchase homes. 7. ADAM SACHS POSITION: Sales Representative NATURE: Fixed Insurance sales INVESTMENT RELATED: No # OF HOURS: 3 SEC TRADING HOURS: 3 START DATE: 06/10/19: 160 Gould Street Suite 212, Needham MA 02494: Evaluating insurance options for clients. 8. ASHLAND BUSINESS ASSOC POSITION: Pres & Bd Member NATURE: The ABA is non-profit organization which is dedicated to increasing the success of its member businesses within Ashland community and beyond. We promote businesses and provide education and networking support & partnership with town. Each year, ABA proudly presents scholarships to Ashland High School seniors and supports Emergency Fund.: No. # OF HOURS: 4 SEC TRADING HRS: 4 START DATE: 05/01/2017: P.O. Box 510, Ashland MA 01721: Oversee the organization, conduct board mtgs, promote membership, speak to members periodically. 9. ETA DELTA AT BABSON COLLEGE ALUMNI CORP POSITION: Board Member NATURE: Fraternity Alumni Corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/12/2022 ADDRESS: 74 Krikor Drive, N. Falmouth MA 02556 DESCRIPTION: Mission. Consistent with the Articles of Incorporation, corporation shall seek, prudent management and alumni engagement with members of Eta Delta Chapter of Theta Chi Fraternity and Alumni, thereby advancing fraternal experience. The President shall be chief executive officer of corporation, and he shall preside at meetings of corporation and board of directors and enforce observance of corporation's Articles of Incorporation and bylaws. He shall decide all questions of order and shall have other powers ordinarily held by president and chief executive officer.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-11
• S63 Uniform Securities Agent State Law Examination
  1993-10-28

Designations