Adam Joseph Gould
CFP®Professional Summary
Adam Joseph Gould, CFP® is a registered financial advisor currently at DOGPATCH WEALTH located in San Francisco, California. Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Adam has worked at 8 firms and has passed the Series 63, Series 66, Series 22TO, SIE, Series 62, Series 3 and Series 7 exams.
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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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
DOGPATCH CAPITAL | DOGPATCH WEALTH | DOGPATCH CAPITAL LLC
Contact Information
Main Address
555 20th Street Suite 2, San Francisco, CA 94107Phone Number
(415) 464-7533# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
274AUM (Assets Under Management)
$69,539,299Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22TO — Direct Participation Programs Representative Examination
Passed Dec 2020About the Series 22TO examSeries 62 — Corporate Securities Limited Representative Examination
Passed May 2016Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Adam Joseph Gould's CRS (Customer Relationship Summary).
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