AS
Adam D. Savanick
CETERA INVESTMENT ADVISERS LLC
HARRISONBURG, VA 22801
Some features on this profile are disabled
CRD#: 5312786
AS
Professional summary
Adam Detweiler Savanick, ChFC® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Harrisonburg, Virginia and CETERA WEALTH SERVICES, LLC located in Harrisonburg, Virginia.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Adam has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
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.
1) (dba) LD&B INSURANCE AGENCY; Investment Related; 205 A South Liberty Street, Harrisonburg, VA 22801; Insurance and Financial Services; Insurance Agent; 160 hours per month; Start Date 08/2011; Sales and service of life insurance and fixed annuity products. >> 2) LD&B INSURANCE AND FINANCIAL SERVICES; Investment Related; 205 South Liberty Street, Harrisonburg, VA 22801; Insurance and Financial Services; Insurance Agent; Start Date 09/2011; 160 hours per month; Sales and service of life, disability, investments, and annuity insurance products. >> 3) BNA STORES INC; Non-Investment Related; 165 Pittsburgh Street, Scottdale, PA 15683; Retail Sales; Treasurer; Start Date 10/2007; 1 hour per month; Periodic board meetings to discuss the operations of the corporation. >> 4) BNA PROPERTIES LLC; Non-Investment Related; 165 Pittsburgh Street, Scottdale, PA 15683; Real Estate; Partner; Start Date 09/2011; No hours per month; This LLC was established to hold real estate properties related to our family business, BNA Stores Inc. >> 5) LANDLORD; Non-Investment Related; 1244 Frost Pl, Harrisonburg, VA 22802; Real Estate; Owner; Start Date 02/2017; No hours per month; Rental property in Harrisonburg, VA. A property manager oversees the real estate duties. >> 6) LD&B ESOP; Non-Investment Related; 205 S Liberty Street, Harrisonburg, VA 22801; Other; Trustee; Start Date 04/2023; 4 hours per month with no hours occurring during trading hours; As one of three trustees for this employee stock ownership plan my duties include reviewing the valuation of the company and the corresponding stock price each year and appointing the LD&B board of directors. >> 7) (dba) LD&B FINANCIAL GROUP; Investment Related; 205 S Liberty Street, Harrisonburg, VA 22801; Insurance; Financial Planner; Start Date 08/2023; 16 hours per month with part of those hours per month occurring during trading hours; Sales and service of fixed annuity, life, disability and long-term care insurance products. >> 8) ON THE ROAD COLLABORATIVE; Non-Investment Related; 85 West Gay Street, Harrisonburg, VA 22802; Board Member; Treasurer; Start Date 07/2024; 2 hours per month with no hours per month occurring during trading hours; Participant in periodic board meetings, review financial statements and report to the board of directors. 9) NAME OF OTHER BUSINESS: BOYS AND GIRLS CLUB HARRISONBURG ROCKINGHAM; INVESTMENT RELATED: NO; ADDRESS: 620 SIMMS AVE HARRISONBURG, VA 22802; NATURE OF BUSINESS: NON PROFIT; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS WITH GOAL OF ACHIEVING YOUTH DEVELOPMENT WITHIN THE COMMUNITY;
CRS (Client Relationship Summary) - RIA
Click below to view Adam Detweiler Savanick'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®
Experience
Current
February 20, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 205 A South Liberty Street, Harrisonburg, VA 22801RIA
CRD#: 105644
HARRISONBURG, VA
Current
February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 205 A South Liberty Street, Harrisonburg, VA 22801BD
CRD#: 13572
Harrisonburg, VA
Past
September 6, 2012 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Harrisonburg, VA
Past
September 5, 2012 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Harrisonburg, VA
Past
October 5, 2011 - September 6, 2012
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
HARRISONBURG, VA
Past
October 4, 2011 - September 5, 2012
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
HARRISONBURG, VA
Past
July 2, 2009 - September 29, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
HARRISONBURG, VA
Past
September 15, 2008 - July 2, 2009
EVERENCE TRUST COMPANY
RIA
CRD#: 113179
HARRISONBURG, VA
Past
October 18, 2007 - September 29, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
HARRISONBURG, VA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(2/20/2025)
RR
Colorado(2/20/2025)
RR
District of Columbia(2/20/2025)
RR
Florida(2/20/2025)
RR
Georgia(2/20/2025)
RR
Illinois(2/20/2025)
RR
Indiana(2/20/2025)
RR
Kansas(2/20/2025)
RR
Kentucky(2/20/2025)
RR
Louisiana(3/11/2025)
RR
Maryland(2/20/2025)
RR
Massachusetts(2/20/2025)
RR
Michigan(2/20/2025)
RR
Minnesota(2/20/2025)
RR
Montana(2/20/2025)
RR
New York(2/20/2025)
RR
North Carolina(2/20/2025)
RR
Ohio(2/20/2025)
RR
Oklahoma(2/20/2025)
RR
Oregon(2/20/2025)
RR
Pennsylvania(2/20/2025)
RR
South Carolina(2/20/2025)
RR
Tennessee(2/20/2025)
RR
Texas(2/20/2025)
IAR
Texas(4/1/2025)
RR
Virginia(2/20/2025)
IAR
Virginia(2/20/2025)
RR
West Virginia(2/20/2025)
RR
Wisconsin(2/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Harrisonburg, VA 22801TRUST BUT VERIFY
Monitor Adam Savanick
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
