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Adam C. Tosh
ALASKA INVESTMENT MANAGEMENT LLC
ANCHORAGE, AK 99501
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CRD#: 7988079
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Professional summary
Adam C Tosh is a registered financial advisor currently at ALASKA INVESTMENT MANAGEMENT LLC located in Anchorage, Alaska.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Adam has worked at 1 firm .
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.
Bristol Bay Native Corporation, 111 West 16th Avenue, Suite 400, Anchorage AK 99501, Position held: SVP, Portfolio Manager/Strategist, Nature of business: Investment Related; Duties: portfolio management / private capital due diligence; 40 hours per month, 25 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Adam C Tosh'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
April 10, 2025 - Present
ALASKA INVESTMENT MANAGEMENT LLC
Office #1: 111 West 16th Avenue Suite 400, Anchorage, AK 99501RIA
CRD#: 333034
ANCHORAGE, AK
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
Alaska(4/10/2025)
Exams
Current Firm
AI
ALASKA INVESTMENT MANAGEMENT LLC
ALASKA INVESTMENT MANAGEMENT LLC
CRD#: 333034 / SEC#:
Alaska
Registered Investment Advisory firm - (2/13/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 West 16th Avenue Suite 400, Anchorage, AK 99501
Mailing Address
Phone number
(907) 266-1566
Established
Firm type
Fiscal year end
# of Employees
4
0
Red Flags
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