Adam V. Croll
Professional summary
Adam Victor Croll is a registered financial advisor currently at F/M INVESTMENTS LLC located in Washington, District Of Columbia and CREW CAPITAL MANAGEMENT, LTD. located in Washginton, District Of Columbia.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Adam has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 3 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adam Victor Croll's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 27, 2020 - Present
F/M INVESTMENTS LLC
Office #1: 3050 K. St Nw Suite 201, Washington, DC 20007September 17, 2021 - Present
CREW CAPITAL MANAGEMENT, LTD.
Office #1: 3050 K St. Nw, Suite 201, Washginton, DC 20007February 21, 2019 - June 14, 2019
VESTMARK ADVISORY SOLUTIONS, INC.
January 9, 2017 - January 16, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
January 19, 2016 - January 16, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 30, 1996 - September 8, 2000
GUGGENHEIM DISTRIBUTORS, LLC
Primary Firm SEC Registration
F/M INVESTMENTS LLC
CRD#: 304405 / SEC#: 801-116853
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2020)
(8/11/2020)
Exams
Current Firm
F/M INVESTMENTS LLC
CRD#: 304405 / SEC#: 801-116853
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,480 |
| AUM (Assets Under Management) | $ 16,899,434,237 |
Red Flags
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