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ADC WEALTH MANAGEMENT, LLC
ADC WEALTH MANAGEMENT, LLC
MASSAPEQUA, New York
·
2 registered advisors
·
CRD# 159083
SEC# 801-75532
0
516-308-7514
01
Firm Overview
AUM
$186M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ADC WEALTH MANAGEMENT, LLC
2 registered advisors
Douglas Nmn Castro
MASSAPEQUA, New York
CRD# 2263200
Paula Alexandra Oliveras
MASSAPEQUA, New York
CRD# 6093745
05
Office Locations
MASSAPEQUA, New York
2 advisors
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Data sourced from SEC Form ADV filings. ADC WEALTH MANAGEMENT, LLC (CRD# 159083) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.