Adam Scott Cefalo

Employer firm

Livelife Capital Partners LLC CRD 290008

$372M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2016 → 03/2017
  O'SHares Investments
  Toronto
• 03/2017 → 12/2020
  Aberdeen Standard
  Philadelphia, PA
• 07/2024 → 01/2025
  Unemployed
  Southampton, MA
• 10/2021 → 06/2024
  Goehring & Rozencwajg Associates, Llc
  New York, NY
• 01/2021 → 09/2021
  Unemployed
  Southamption, MA
• 01/2025 → Present
  Livelife Capital Partners
  Southborough, MA

Previous Registrations

• 2009-01-07 → 2015-12-04
  Neuberger Berman Bd Llc
  Boston, MA
  Southampton, MA
  Boston, MA
• 2007-10-08 → 2008-02-11
  Transamerica Investment Management, Llc
  Aliso Viejo, CA
• 2005-03-31 → 2005-09-21
  Bofa Advisors, Llc
  Boston, MA
• 2004-08-17 → 2005-03-30
  Columbia Management Advisors, Inc.
  Boston, MA

Other Businesses

1. Today Real Estate. Not Investment Related. 77 Mill Street, Westfield, MA 01085. Buying/listing agent for real estate. 03/2025. 20% of time.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-28
• S63 Uniform Securities Agent State Law Examination
  1995-06-16

Designations

• Chartered Financial Analyst