AdvisorOS Directory
Claim Profile
AP

Adam Bertetto Piatkowski

GRAHAM PARTNERS, INC.·NEWTOWN SQUARE, Pennsylvania
Unclaimed Profile
3811 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073-2325CRD# 6464922Firm CRD# 157049
01

About

Adam Bertetto Piatkowski is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with GRAHAM PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GRAHAM PARTNERS, INC.
GRAHAM PARTNERS, INC.
AUM
$3.5B
Regulatory assets under management
Employees
78
Total firm employees
View all advisors at GRAHAM PARTNERS, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6464922
Firm CRD# 157049
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTOWN SQUARE?

Browse all registered financial advisors in NEWTOWN SQUARE, Pennsylvania or claim this profile if it's yours.

Browse NEWTOWN SQUARE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Adam Bertetto Piatkowski offer?
Adam Bertetto Piatkowski specializes in Retirement Planning. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are Adam Bertetto Piatkowski's credentials?
Adam Bertetto Piatkowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Bertetto Piatkowski located?
Adam Bertetto Piatkowski is based in NEWTOWN SQUARE, Pennsylvania, working with GRAHAM PARTNERS, INC.. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.
How does Adam Bertetto Piatkowski charge for services?
Adam Bertetto Piatkowski'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 GRAHAM PARTNERS, INC.?
GRAHAM PARTNERS, INC. has approximately 78 employees and manages $3.5B 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 →
Other advisors in NEWTOWN SQUARE
Paul Flick Strid — STRID GROUP, LLCSteven Conway Graham — GRAHAM PARTNERS, INC.Dana Haines Stewardson — LOGAN CAPITAL MANAGEMENT, INC.Al Besse — LOGAN CAPITAL MANAGEMENT, INC.Erik Ortlieb Strid — STRID GROUP, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile