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Adam Michael Brzeczek

Investment adviser representative at Rutherford Investment Management
10 yearsExperience
3 statesRegistered in
$250MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Rutherford Investment ManagementApr 2024 to now
  2. Aestuary, Inc.Jan 2021 to Jan 2026
  3. Telescope PartnersJul 2018 to Feb 2021
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2016 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 3 states (CA, ID, OR).

Rutherford Investment Management

Legal name: Wd Rutherford LLC

$250MAssets managed
66Clients
4Advisers
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
6506936
Firm CRD
167545
Advisor's SEC record (opens in a new tab)
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