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Adam Christopher Osterling

PRIVATE WEALTH STRATEGIES, L.L.C.·NEW ALBANY, Ohio
SIE, Series 7, Series 66CFPClean record8 years registeredPRIVATE WEALTH STRATEGIES, L.L.C.
29 S HIGH STREET, NEW ALBANY, OH 43054CRD# 6730087Firm CRD# 298682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Christopher Osterling · NEW ALBANY, OH
Registration
CRD #6730087 · PRIVATE WEALTH STRATEGIES, L.L.C. · 8 years registered
Brand Profile
Not yet started
01

Career History

LIDO
Oct 2024 – present
LINCOLN INVESTMENT
Jul 2018 – Oct 2024
FORT WASHINGTON, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 5, 2018
Years registered · 8
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIVATE WEALTH STRATEGIES, L.L.C.
CRD 298682 · SEC 801-114104
AUM
$615M
Regulatory assets under management
Employees
10
1,251 client accounts
Services offered by PRIVATE WEALTH STRATEGIES, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRIVATE WEALTH STRATEGIES, L.L.C. →
Introduction

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05

Frequently Asked Questions

What services does Adam Christopher Osterling offer?
Adam Christopher Osterling specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW ALBANY, Ohio for a consultation.
What are Adam Christopher Osterling's credentials?
Adam Christopher Osterling holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Adam Christopher Osterling located?
Adam Christopher Osterling is based in NEW ALBANY, Ohio, working with PRIVATE WEALTH STRATEGIES, L.L.C.. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.
How does Adam Christopher Osterling charge for services?
Adam Christopher Osterling'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 PRIVATE WEALTH STRATEGIES, L.L.C.?
PRIVATE WEALTH STRATEGIES, L.L.C. has approximately 10 employees and manages $615M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Marya C Young
NEW ALBANY, OH
Jon Ryan Morgan
NEW ALBANY, OH
Lewis Dorian Shore
NEW ALBANY, OH

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