Adam Alexander Avila
Investment adviser representative at Pallas Capital Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm 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 assetsHourlyFixed 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
14 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2025 to now
- Pallas Capital Advisors, LLCJun 2022 to now
- Purshe Kaplan Sterling InvestmentsAug 2022 to Nov 2023
- Pruco Securities, LLC.Apr 2020 to Jun 2022
- Prudential Financial Planning ServicesApr 2020 to Jun 2022
- UnemployedFeb 2020 to Apr 2020
- Pruco Securities LLCOct 2012 to Feb 2020
- Prudential Financial Planning ServicesOct 2012 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (RI).
Pallas Capital Advisors, LLC
$4.3BAssets managed
1,221Clients
28Advisers
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
- 6124928
- Firm CRD
- 310327