Adam Zeliger

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2003 → Present
  The Investment Center
  New York, NY
• 01/2008 → Present
  Ic Advisory Services, Inc.
  New York, NY
• 03/2025 → Present
  Lpl Financial Llc
  New York, NY
• 03/2025 → Present
  Lpl Financial Llc
  New York, NY

Previous Registrations

• 2008-01-14 → 2025-03-06
  Ic Advisory Services, Inc.
  New York, NY
  Bedminster, NJ
  Lake Katrine, NY
• 2001-05-23 → 2003-10-02
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

PROFESSIONAL PHOTOGRAPHY. (SOLE PROP) OWNER: PHOTOGRAPH EVENTS AND PEOPLE. TIME DEVOTED: 1-20% ANNUAL INCOME: 1-20%. ESTABLISHED 12/01/2007.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-16
• S63 Uniform Securities Agent State Law Examination
  1995-11-01

Other Names

• Adam Zeliger