Adam M. Scotch
Professional summary
Adam Michael Scotch is a registered financial advisor currently at VALUE ROTATION STRATEGIES LLC located in Los Angeles, California.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Adam has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adam Michael Scotch's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 12, 2021 - Present
VALUE ROTATION STRATEGIES LLC
Office #1: 10880 Wilshire Boulevard Suite 1101, Los Angeles, CA 90024October 10, 2002 - May 6, 2003
FAM DISTRIBUTORS, INC.
January 2, 2001 - July 30, 2002
FORESIDE FUNDS DISTRIBUTORS LLC
March 22, 2000 - January 2, 2001
PROVIDENT DISTRIBUTORS, INC.
April 15, 1997 - July 24, 1998
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/12/2021)
Exams
Current Firm
VALUE ROTATION STRATEGIES LLC
CRD#: 306500 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 8,579,083 |
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.
