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Adam Schlossberg, CFP®

Adam Schlossberg, CFP®

Managing Partner

Adam Schlossberg, CFP® is the Managing Partner at Northeast Sequoia Private Client Group. He has his Bachelor of Science Degree in Finance and Risk Management from The University of Wisconsin–Madison. Adam has expanded his knowledge and skillset further by obtaining Series 7 and Series 66 licenses. Adam's continued commitment to education ensures that he is current with financial planning news, information, and trends.
Adam is a key business strategist, critical thinker, and financial advisor to entrepreneurs and entrepreneurial-thinking people. He takes a personalized approach by developing, implementing, and monitoring financial and business strategies that meet the different needs of each client. He is always willing to challenge conventional wisdom by thinking outside the box when it comes to investing and preserving wealth.

Adam is a Registered Representative & Financial  Advisor of Park Avenue Securities and a Financial Representative of Guardian.  AR Insurance License #16689231  CA Insurance License #0I10934