Adam Robert Ladd
Investment adviser representative at Windrose Advisors LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.7BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Windrose Advisors LLCMar 2020 to now
- Amherst College Investment OfficeMay 2017 to Mar 2020
- University of Massachusetts AmherstJun 2015 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Windrose Advisors LLC
$2.7BAssets managed
153Clients
8Advisers
16 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
- 8187380
- Firm CRD
- 152145