Adam Victor Croll
Investment adviser representative at F/m Investments LLC
11 yearsExperience
2 statesRegistered in
$17.7BFirm assets
7 yearsFirm in business
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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.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- F/m Investments, LLCJun 2019 to now
- Vestmark Inc.Oct 2017 to Jun 2019
- UnemployedJun 2017 to Oct 2017
- Clarion Wealth Management PartnersJan 2017 to Jun 2017
- Cambridge Investment Research, Inc.Nov 2015 to Jan 2017
- Legacy FinancialAug 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (DC, OH).
F/m Investments LLC
$17.7BAssets managed
5,780Clients
17Advisers
7 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
- 2735513
- Firm CRD
- 304405