Unclaimed Profile

Adam C. Zuercher

HIXON ZUERCHER, LLC·FINDLAY, Ohio

Series 7Clean record23 years registeredHIXON ZUERCHER, LLC

101 WEST SANDUSKY STREET, FINDLAY, OH 45840CRD# 4554844Firm CRD# 123465

Profile Verification

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

Identity

Adam C. Zuercher · FINDLAY, OH

Registration

CRD #4554844 · HIXON ZUERCHER, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HIXON ZUERCHER, LLC

HIXON ZUERCHER CAPITAL MANAGEMENT

Jan 2003 – Aug 2023

FINDLAY, OH

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · January 22, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIXON ZUERCHER, LLC

CRD 123465 · SEC 801-111071

AUM

$345M

Regulatory assets under management

Employees

1,388 client accounts

Services offered by HIXON ZUERCHER, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HIXON ZUERCHER, LLC →

Introduction

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Frequently Asked Questions

What services does Adam C. Zuercher offer?

Adam C. Zuercher specializes in Financial Planning, Investment Management, Wealth Management.

What are Adam C. Zuercher's credentials?

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

Where is Adam C. Zuercher located?

Adam C. Zuercher is based in FINDLAY, Ohio, last registered with HIXON ZUERCHER, LLC.

How does Adam C. Zuercher charge for services?

Adam C. Zuercher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIXON ZUERCHER, LLC?

HIXON ZUERCHER, LLC has approximately 11 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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