Adam D. Bortolussi

BORTOLUSSI WEALTH MANAGEMENT

HOPKINTON, MA

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CRD#: 4577020

Professional summary

Adam Daniel Bortolussi, who also goes by Adam D Bortolussi, is a registered financial advisor currently at BORTOLUSSI WEALTH MANAGEMENT, INC. located in Hopkinton, Massachusetts and FITTS INVESTMENTS located in Southborough, Massachusetts.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Adam has worked at 7 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam D Bortolussi

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.

INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. INSURANCE PRODUCTS PRIMARILY RECOMMENDED THROUGH FITTS INSURANCE AGENCY, INC. 200 FOUNDATION; NON-INVESTMENT-RELATED; FRAMINGHAM, MA; PRESIDENT; 05/2005; 1-5 HRS/MONTH 200 FOUNDATION ENDOWMENT TRUST; NON-INVESTMENT RELATED; FRAMINGHAM, MA; 10/2023; 1-5 HRS/MONTH 7/2019 DIRECTOR OF FITTS INSURANCE AGENCY, INC. LOCATED IN SOUTHBOROUGH, MA. THIS TAKES UP LESS THAN 10% OF HIS TIME BORTOLUSSI WEALTH MANAGEMENT, INC. INVESTMENT RELATED, SAME LOCATION, PRESIDENT, INVESTMENT MANAGEMENT, 90% OF TIME. REAL ESTATE RENTAL; NOT INVESTMENT RELATED ; VARIOUS ADDRESSES; PROPERTY MANAGER; LESS THAN 10% OF TIME PER MONTH; OVERSEE PROPERTY MANAGEMENT INCLUDING RENTAL OVERSIGHT AND PAYING BILLS DRAMBUIE REALTY TRUST; NOT INVESTMENT RELATED; 3 YALE ROAD HOPKINTON, MA; TRUSTEE; LESS THAN 10% OF TIME PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Daniel Bortolussi's 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

December 7, 2010 - Present

BORTOLUSSI WEALTH MANAGEMENT, INC.

RIA

CRD#: 155780

HOPKINTON, MA

Current

July 28, 2021 - Present

FITTS INVESTMENTS

Office #1: 2 Willow Street Suite 102, Southborough, MA 01745

RIA

CRD#: 311349

Southborough, MA

Past

August 27, 2010 - November 9, 2010

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

BOSTON, MA

Past

August 27, 2010 - November 9, 2010

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

December 15, 2009 - July 19, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WALTHAM, MA

Past

December 15, 2009 - July 19, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WALTHAM, MA

Past

November 17, 2006 - September 15, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WORCESTER, MA

Past

November 17, 2006 - September 15, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WORCESTER, MA

Past

May 2, 2006 - November 20, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

WORCESTER, MA

Past

September 8, 2004 - November 20, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

WORCESTER, MA

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

Florida
(7/22/2015)

IAR

Massachusetts
(12/7/2010)

IAR

Texas
(4/23/2016)

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 66

Date: 11/4/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 12/23/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/7/2004

General Securities Representative Examination

Current Firm

BORTOLUSSI WEALTH MANAGEMENT, INC.

CRD#: 155780 / SEC#:

Florida

Registered Investment Advisory firm - (7/22/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (12/7/2010 Approved)

Texas

Registered Investment Advisory firm - (4/23/2016 Conditional Restricted)

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Contact information

Main Address

30 Turnpike Road Suite 3, Southborough, MA 01772

Mailing Address

Phone number

(508) 416-3534

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	247
AUM (Assets Under Management)	$ 68,574,119

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/20/2024	Cover Page	Report
03/04/2024	Cover Page	Report

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 D. Bortolussi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Daniel Bortolussi's CRS (Customer Relationship Summary).

Certified licenses

Experience

FITTS INVESTMENTS

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2004

Series 31

Date: 12/23/2004

Series 7

Date: 9/7/2004

Current Firm

BORTOLUSSI WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BORTOLUSSI WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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