Adam Jonathan Sheer

Current Employers

Employment History

• 09/1997 → 12/2020
  The Roosevelt Investment Group, Inc.
  New York City, NY
• 12/2020 → 10/2024
  Roosevelt Investments
  New York City, NY
• 01/2022 → 03/2023
  Cipw Service Company, Llc
  Toronto
• 02/2023 → Present
  Corient
  Dallas, TX
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2023-02-17 → 2025-12-31
  Corient
  Madison, CT
  Miami, FL
  New York, NY
  Scarsdale, NY
  New York, NY
• 2021-07-18 → 2024-10-17
  Roosevelt Investments
  Miami, FL

Other Businesses

1.) Name: Memoria Investment related: No Address: Raleigh, NC Nature of business: To help guide families through the funeral planning process Position, title, or relationship: Adviser Start date: 11/2023 Approximate number of hours/month devoted to the other business: 1 Approximate number of hours devoted during securities trading hours: 1 Brief description of duties: I am an advisor. I attend board meetings and weigh in on strategy. I also make introductions. 2.) Name: Cedar Park Cemetery Investment related: No Address: 735 Forest Ave., Paramus, NJ 07652 Nature of business: Cemetery Position, title, or relationship: Director of the Board Start date: 02/01/2025 Approximate number of hours/month devoted to the other business: Approximate number of hours devoted during securities trading hours: Brief description of duties: Sit on the Board as Director. The president reports to the board and I will help oversee him.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-10

Other Names

• Adam Sheer
• Adam Sheer