Adam J Tlusty
Investment adviser representative at Fiduciary Counselling Inc
8 yearsExperience
1 stateRegistered in
$10.1BFirm assets
59 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- Fiduciary Counselling, Inc.May 2018 to now
- JPMorgan Chase Bank, N.AJan 2018 to May 2018
- JP Morgan Securities LLCOct 2017 to May 2018
- JPMorgan Chase Bank, N.AOct 2010 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
Fiduciary Counselling Inc
$10.1BAssets managed
1,761Clients
17Advisers
59 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
- 5289637
- Firm CRD
- 104753