Adam Scott Cefalo
Investment adviser representative at Livelife Capital Partners LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$372.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Livelife Capital Partners LLCJan 2025 to now
- UnemployedJul 2024 to Jan 2025
- Goehring & Rozencwajg Associates, LLCOct 2021 to Jun 2024
- UnemployedJan 2021 to Sep 2021
- Aberdeen StandardMar 2017 to Dec 2020
- O'shares InvestmentsMar 2016 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
Livelife Capital Partners LLC
$372.1MAssets managed
261Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2570027
- Firm CRD
- 290008