Adam Sikorski
Professional summary
Adam Sikorski, AIF®, who also goes by Adam Asher, Adam E Sikorski, Adam E. Sikorski, Adam Edward Sikorski, is a registered financial advisor currently at CHANGE WEALTH ADVISORS located in Anchorage, Alaska.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Adam has worked at 7 firms and has passed the Series 65, Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adam Sikorski's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2024 - Present
CHANGE WEALTH ADVISORS
May 4, 2018 - May 17, 2024
PRIVATE CLIENT WEALTH ADVISORS, LLC
January 25, 2008 - January 29, 2016
SCOTTRADE, INC.
April 5, 2007 - December 10, 2007
WAMU INVESTMENTS, INC.
April 5, 2007 - December 10, 2007
WAMU INVESTMENTS, INC.
April 25, 2006 - July 5, 2006
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 28, 2005 - July 5, 2006
TD AMERITRADE, INC.
February 28, 2005 - July 5, 2006
TD AMERITRADE, INC.
January 28, 2004 - February 22, 2005
MORGAN STANLEY DW INC.
November 3, 2003 - February 22, 2005
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/2/2024)
(6/2/2025)
(5/10/2024)
Exams
Current Firm
CHANGE WEALTH ADVISORS
CRD#: 330182 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 341 |
| AUM (Assets Under Management) | $ 46,292,801 |
Red Flags
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