Adele Joy Goetz
Professional Summary
Adele Joy Goetz is a registered financial advisor currently at FAIRPORT ASSET MANAGEMENT CORP located in Fairfield, Connecticut. Adele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Adele has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
FAIRPORT ASSET MANAGEMENT CORP | SENIORS FINANCIAL | FAIRPORT SENIOR FINANCIAL AND REAL ESTATE SERVICES | FAIRPORT FINANCIAL, LLC | FAIRPORT COMPANIES
Contact Information
Main Address
1515 Black Rock Turnpike Suite 102, Fairfield, CT 06825Phone Number
(203) 335-0344# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
82AUM (Assets Under Management)
$11,720,477Similar Advisors
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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.
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State Registrations and Notice Filings
(5/15/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Adele Joy Goetz's CRS (Customer Relationship Summary).
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