Adam R. Blonsky

COYLE

Glenview, IL 60026

Some features on this profile are disabled

CRD#: 1215773

Professional summary

Adam Robert Blonsky, CFP® is a registered financial advisor currently at COYLE located in Glenview, Illinois.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Adam has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Robert Blonsky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

September 8, 2011 - Present

COYLE

Office #1: 2700 Patriot Blvd. Suite 440, Glenview, IL 60026

RIA

CRD#: 110593

Glenview, IL

Past

October 1, 1998 - February 11, 1999

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

October 19, 1994 - October 1, 1998

BANCAMERICA SECURITIES, INC.

CRD#: 17977

SAN FRANCISCO, CA

Past

February 18, 1992 - June 15, 1992

CONTINENTAL PARTNERS INC

CRD#: 29076

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COYLE

COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO

CRD#: 110593 / SEC#: 801-17378

RIA

Registered Investment Advisory firm - (7/22/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/8/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/25/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/4/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/29/1991

General Securities Representative Examination

Current Firm

COYLE

COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO

CRD#: 110593 / SEC#: 801-17378

RIA

Registered Investment Advisory firm - (7/22/1982 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2700 Patriot Blvd. Suite 440, Glenview, IL 60026

Mailing Address

Phone number

(847) 441-5644

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (2/25/2025)

Regulatory assets under management

Total Number of Accounts	2,381
AUM (Assets Under Management)	$ 922,183,434

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Michael Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL

Louis Paster

UBS FINANCIAL SERVICES INC.

IAR

Chicago, IL

Jaime Villalobos

WILLIAM BLAIR

IAR

Chicago, IL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Adam R. Blonsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Robert Blonsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

COYLE

BANC OF AMERICA SECURITIES LLC

BANCAMERICA SECURITIES, INC.

CONTINENTAL PARTNERS INC

Primary Firm SEC Registration

COYLE

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2011

Series 63

Date: 11/4/1994

Series 7

Date: 10/29/1991

Current Firm

COYLE

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COYLE

TRUST BUT VERIFY

Similar Advisors