Adam Jay Gensler

Employer firm

Frank, Rimerman Advisors LLC CRD 124147

$3.40B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
INVESTMENT PERFORMANCE REPORTING

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

Current Employers

Frank, Rimerman Advisors Llc

1801 Page Mill Road, Palo Alto, CA 94304 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-01-22

CA RA
APPROVED

Since 2024-01-22

Branch Locations

1801 Page Mill Road, Palo Alto, CA 94304 • 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

Organization	City	State	From	To
Frank, Rimerman & Co. Llp	San Jose	CA	01/2012	Present

01/2012 → Present

Frank, Rimerman & Co. Llp

San Jose, CA

Previous Registrations

2010-10-27 → 2011-11-23

Opes Advisors, Inc.

Cupertino, CA
2007-02-22 → 2010-09-03

Galileo Planning Group, Inc

Menlo Park, CA
2005-10-24 → 2007-03-12

Brownson, Rehmus & Foxworth, Inc.

Menlo Park, CA

Other Businesses

Tax Advisor at Frank, Rimerman & Co. LLP Public Accounting Firm San Jose California Partner Partner (related entity) January 1, 2012 70 hours 35 hours I am a Tax partner at a public accounting firm.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-02-23

S65 Uniform Investment Adviser Law Examination

2002-02-23

Designations

Certified Financial Planner

Other Names

Adam J Gensler

View on SEC IAPD