Adam Burg
Investment adviser representative at Thrive Capital Management, LLC
15 yearsExperience
2 statesRegistered in
$656.7MFirm assets
5 yearsFirm in business
Are you Adam Burg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Thrive Capital Management, LLCJun 2024 to now
- Thirve Capital ManagementMay 2024 to now
- Bank of America, N.A.Aug 2011 to May 2024
- Merrill LynchMay 2011 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Thrive Capital Management, LLC
$656.7MAssets managed
786Clients
17Advisers
5 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
- 4631059
- Firm CRD
- 281347