AC
Adam J. Cole
INFINITE SUMMER FINANCIAL PLANNING
NEEDHAM, MA
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CRD#: 7929005
AC
Professional summary
Adam J Cole is a registered financial advisor currently at INFINITE SUMMER FINANCIAL PLANNING located in Needham, Massachusetts.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Adam has worked at 1 firm and has passed the Series 65 exam.
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.
Adam Cole is currently employed as a math teacher at Needham High School located at 609 Webster Street, Needham, MA 02494. Mr. Cole began this position 09/01/2007. Mr. Cole devotes approximately 160 hours per month/5 hours per day during securities trading hours to this activity. This activity is not investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view Adam J Cole'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®
NoneExperience
Current
October 22, 2024 - Present
INFINITE SUMMER FINANCIAL PLANNING
RIA
CRD#: 331776
NEEDHAM, 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
Massachusetts(10/22/2024)
Current Firm
IS
INFINITE SUMMER FINANCIAL PLANNING
INFINITE SUMMER FINANCIAL PLANNING
CRD#: 331776 / SEC#:
Massachusetts
Registered Investment Advisory firm - (10/22/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Needham, MA
Mailing Address
Phone number
(617) 921-0032
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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