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Adam Kohler

JAMES J. BURNS & COMPANY, LLC·MELVILLE, New York
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225 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 6089693Firm CRD# 140452
01

About

Adam Kohler is a registered financial advisor based in MELVILLE, New York, affiliated with JAMES J. BURNS & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JAMES J. BURNS & COMPANY, LLC
J.J. BURNS & COMPANY
AUM
$885M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at JAMES J. BURNS & COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6089693
Firm CRD# 140452
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Kohler offer?
Adam Kohler specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are Adam Kohler's credentials?
Adam Kohler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Kohler located?
Adam Kohler is based in MELVILLE, New York, working with JAMES J. BURNS & COMPANY, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Adam Kohler charge for services?
Adam Kohler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES J. BURNS & COMPANY, LLC?
JAMES J. BURNS & COMPANY, LLC has approximately 15 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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