Unclaimed Profile

Adam Kohler

JAMES J. BURNS & COMPANY, LLC·MELVILLE, New York

SIE, Series 7, Series 7TO, Series 66CFPClean record13 years registeredJAMES J. BURNS & COMPANY, LLC

225 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 6089693Firm CRD# 140452

Profile Verification

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

Identity

Adam Kohler · MELVILLE, NY

Registration

CRD #6089693 · JAMES J. BURNS & COMPANY, LLC · 13 years registered

Brand Profile

Not yet started

Career History

J.J. BURNS & COMPANY

Feb 2022 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Nov 2020 – Dec 2021

GARDEN CITY, NY

ADVICE AND PLANNING SERVICES

Jan 2015 – Nov 2020

MELVILLE, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2012 – Dec 2014

EAST ISLIP, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · October 22, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAMES J. BURNS & COMPANY, LLC

CRD 140452 · SEC 801-66736

AUM

$885M

Regulatory assets under management

Employees

1,755 client accounts

Services offered by JAMES J. BURNS & COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JAMES J. BURNS & COMPANY, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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