Michael J. Adams

TOWER BRIDGE ADVISORS

West Conshohocken, PA 19428-2075

Some features on this profile are disabled

CRD#: 4568497

Professional summary

Michael Joseph Adams is a registered financial advisor currently at TOWER BRIDGE ADVISORS located in West Conshohocken, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 3 firms .

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.

NORTHEAST HOMECARE SERVICES POSITION: Chairman NATURE: D/B/A Senior Helpers We are a non-medical, in-home care service for the elderly or anyone who needs assistance to achieve their daily goals. I am the original owner of this franchise and have a full time partner who runs day-to-day operations. My title on the records is Chairman. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2011 ADDRESS: 7900 Old York Road, Suite #114-B, Elkins Park PA 19027

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Adams'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®

None

Experience

Current

November 2, 2020 - Present

TOWER BRIDGE ADVISORS

Office #1: 300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075

RIA

CRD#: 115700

West Conshohocken, PA

Past

March 1, 2016 - October 22, 2020

BB&T SECURITIES, LLC

RIA

CRD#: 142785

KING OF PRUSSIA, PA

Past

May 7, 1998 - March 10, 2016

STRATTON MANAGEMENT COMPANY

RIA

CRD#: 104965

KING OF PRUSSIA, PA

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".

TOWER BRIDGE ADVISORS

TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.

CRD#: 115700 / SEC#: 801-60640

RIA

Registered Investment Advisory firm - (10/5/2001 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

Pennsylvania
(11/2/2020)

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

Current Firm

TOWER BRIDGE ADVISORS

TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.

CRD#: 115700 / SEC#: 801-60640

RIA

Registered Investment Advisory firm - (10/5/2001 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

300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075

Mailing Address

Phone number

(610) 260-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TOWER BRIDGE ADVISORS PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	794
AUM (Assets Under Management)	$ 1,317,334,651

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

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael J. Adams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Adams's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOWER BRIDGE ADVISORS

BB&T SECURITIES, LLC

STRATTON MANAGEMENT COMPANY

Primary Firm SEC Registration

TOWER BRIDGE ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

TOWER BRIDGE ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOWER BRIDGE ADVISORS

TRUST BUT VERIFY

Similar Advisors