Adam M. Venokur

APRIO WEALTH MANAGEMENT

NEW YORK, NY 10118

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CRD#: 4172878

Professional summary

Adam Mitchell Venokur, CFP® is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in New York, New York.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Adam has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 55 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.

APRIO ADVISORY GROUP POSITION: PARTNER, NATURE: CPA ADVISORY SERVICES FIRM, INVESTMENT RELATED: NO, NUMBER OF HOURS: 220, START DATE: 01/2021, ADDRESS: 350 FIFTH AVENUE, SUITE 3920, NEW YORK, NY 10118, DESCRIPTION: CPA APRIO RISK MANAGEMENT POSITION: AGENT, NATURE: INSURANCE SALES, INVESTMENT RELATED: NO, NUMBER OF HOURS: 40, START DATE: 04/2020 ADDRESS: 350 FIFTH AVENUE, SUITE 3920, NEW YORK, NY 10118, DESCRIPTION: SALES OF INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Mitchell Venokur'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

Experience

Current

April 19, 2021 - Present

APRIO WEALTH MANAGEMENT, LLC

Office #1: 350 Fifth Avenue Suite 3920, New York, NY 10118

RIA

CRD#: 127333

NEW YORK, NY

Past

February 20, 2004 - May 5, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

NEW YORK, NY

Past

December 3, 2001 - May 5, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

May 25, 2000 - October 12, 2001

RUMSON CAPITAL, LLC

CRD#: 33848

MONTEBELLO, NY

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".

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New York
(4/19/2021)

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: 6/27/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 6/28/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 5/24/2000

General Securities Representative Examination

Current Firm

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

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Contact information

Main Address

2002 Summit Boulevard Suite 120, Atlanta, GA 30319

Mailing Address

Phone number

(404) 892-9651

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APRIO WEALTH MANAGEMENT FORM ADV PART 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,269
AUM (Assets Under Management)	$ 2,635,136,991

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.

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Firm Stability Insights

Adam M. Venokur

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Mitchell Venokur's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

RUMSON CAPITAL, LLC

Primary Firm SEC Registration

APRIO WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2002

Series 63

Date: 5/31/2000

SIE

Date: 10/1/2018

Series 55

Date: 6/28/2000

Series 7

Date: 5/24/2000

Current Firm

APRIO WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APRIO WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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