Adam Michael Bouley
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Janney Montgomery Scott LLCMay 2024 to now
- GWFS Equities, IncMar 2022 to May 2024
- Voya Financial Advisors, Inc.May 2020 to Mar 2022
- First Citizens Investor ServicesJul 2019 to May 2020
- First Citizens BankJan 2019 to May 2020
- Round Point MortgageSep 2018 to Jan 2019
- Pinnacle Property ManagementApr 2018 to Sep 2018
- Mass Mutual Credit UnionJan 2018 to Apr 2018
- West Springfield Credit UnionAug 2017 to Jan 2018
- Town of West SpringfieldNov 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Janney Montgomery Scott LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7153642
- 463