Adam Gerald Degiorgio
Investment adviser representative at Trajan Wealth, L.L.C.
11 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Trajan Wealth, L.L.C.Sep 2026 to now
- Self EmploymentJan 2026 to now
- Morgan Stanley Private Bank, N.AJul 2025 to Dec 2025
- Morgan StanleyAug 2015 to Dec 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 5760786
- Firm CRD
- 158847