Unclaimed Profile

Adam Goldman

PRIMARK ADVISORS, LLC·DENVER, Colorado

Series 65Clean record20 years registeredPRIMARK ADVISORS, LLC

240 SAINT PAUL STREET, DENVER, CO 80206CRD# 4944423Firm CRD# 309653

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Goldman · DENVER, CO

Registration

CRD #4944423 · PRIMARK ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRIMARK ADVISORS, LLC

RED ROCKS CAPITAL LLC

Feb 2006 – Jan 2018

EVERGREEN, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 27, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIMARK ADVISORS, LLC

CRD 309653 · SEC 801-119013

AUM

$161M

Regulatory assets under management

Employees

1 client accounts

Services offered by PRIMARK ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at PRIMARK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Goldman offer?

Adam Goldman specializes in Investment Management, Fee-Only Advisory.

What are Adam Goldman's credentials?

Adam Goldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Goldman located?

Adam Goldman is based in DENVER, Colorado, last registered with PRIMARK ADVISORS, LLC.

How does Adam Goldman charge for services?

Adam Goldman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIMARK ADVISORS, LLC?

PRIMARK ADVISORS, LLC has approximately 8 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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