Claim Profile
Unclaimed Profile
AS

Adam David Schor

NZS CAPITAL LLC·DENVER, Colorado
SIE, Series 7, Series 63CFAClean record6 years registeredNZS CAPITAL LLC
1756 PLATTE STREET, DENVER, CO 80202CRD# 4345946Firm CRD# 305093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam David Schor · DENVER, CO
Registration
CRD #4345946 · NZS CAPITAL LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: NZS CAPITAL LLC
Jun 2020Feb 2025
DENVER, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · June 6, 2020
Years registered · 6
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NZS CAPITAL LLC
CRD 305093 · SEC 801-119089
AUM
$2.3B
Regulatory assets under management
Employees
9
8 client accounts
Services offered by NZS CAPITAL LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Adam David Schor offer?
Adam David Schor specializes in Investment Management, Retirement Planning, Wealth Management.
What are Adam David Schor's credentials?
Adam David Schor holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Adam David Schor located?
Adam David Schor is based in DENVER, Colorado, last registered with NZS CAPITAL LLC.
How does Adam David Schor charge for services?
Adam David Schor's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NZS CAPITAL LLC?
NZS CAPITAL LLC has approximately 9 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →