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Adam M Grossman

Mayport Wealth Management

Newton, MA

CRD 5621622

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Employer firm

Mayport Wealth Management CRD 288215

$695M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Mayport Wealth Management

Newton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-11-14
MA RA APPROVED 2017-04-25
  • TX RA
    APPROVED_RES
    Since 2017-11-14
  • MA RA
    APPROVED
    Since 2017-04-25

Branch Locations

Newton, MA • 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
OrganizationCityStateFromTo
Middleton & Company, Inc. Boston MA 12/2010 03/2017
Mayport, Llc Newton MA 04/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-20
  • S65 Uniform Investment Adviser Law Examination
    2008-11-20
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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