Adam Schlossberg

Adam Schlossberg, CFP®, is the Managing Partner at Northeast Sequoia Private Client Group, where he leads with a deep commitment to excellence in financial planning and advisory services. He holds the Series 7 and Series 66 licenses and is also licensed in life and health insurance, including AR Insurance License #16689231 and CA Insurance License #0I10934. With expertise in retirement strategies, investment management, and business growth, Adam is particularly skilled at helping entrepreneurs and individuals with an entrepreneurial mindset navigate complex financial landscapes. His strong foundation in finance enables him to offer creative solutions for wealth preservation and investment strategies tailored to the unique needs of each client.

In recognition of his dedication and impact in the field, Adam was ranked #8 in Forbes’ 2025 list of Top Best-in-State Financial Security Professionals, a testament to his client-focused approach and consistent delivery of high-quality financial advice.

As a Registered Representative & Financial Advisor with Park Avenue Securities and a Financial Representative with Guardian, Adam has built a solid reputation as a trusted advisor. Known for his strategic thinking and hands-on approach to financial planning, he develops and implements customized financial strategies that help his clients achieve long-term success. His client-focused philosophy ensures that he provides thoughtful, personalized solutions that align with each individual’s financial objectives.

Outside of his professional responsibilities, Adam remains actively engaged with the latest industry trends and innovations, continually enhancing his ability to offer insightful and effective financial guidance. His primary focus is always on delivering exceptional service and helping his clients achieve their financial aspirations with confidence and clarity.

Adam holds a Bachelor of Science in Finance and Risk Management from the University of Wisconsin–Madison, and his dedication to continuous education ensures he remains at the forefront of financial trends, strategies, and regulatory developments, which directly benefits his clients.