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For Advisors
AZ

Adam Zuckernick

MAIN MANAGEMENT
SAN FRANCISCO, CA 94108
CRD#: 8109508
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AZ
Adam ZuckernickMAIN MANAGEMENT

Professional summary

Adam Zuckernick is a registered financial advisor currently at MAIN MANAGEMENT, LLC located in San Francisco, California.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Adam has worked at 1 firm and has passed the Series 65 and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Zuckernick's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 3, 2025 - Present

MAIN MANAGEMENT, LLC

Office #1: 601 California Street Suite 300, San Francisco, CA 94108
RIA
CRD#: 120361
SAN FRANCISCO, CA

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".
MM
MAIN MANAGEMENT, LLC
MAIN MANAGEMENT, LLC

CRD#: 120361 / SEC#: 801-61113

RIA
Registered Investment Advisory firm - (4/30/2002 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.

Highlighted states indicate IAR registrations

IAR
California
(6/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/10/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/10/2025
Securities Industry Essentials Examination

Current Firm

MM
MAIN MANAGEMENT, LLC
MAIN MANAGEMENT, LLC

CRD#: 120361 / SEC#: 801-61113

RIA
Registered Investment Advisory firm - (4/30/2002 Approved)
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Contact information

Main Address
601 California Street Suite 300, San Francisco, CA 94108
Mailing Address
Phone number
(415) 217-5800
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAIN MANAGEMENT FORM ADV PART 2A BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts314
AUM (Assets Under Management)$ 1,649,126,692

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

MAIN MANAGEMENT, LLC

CRD#: 120361San Francisco, CA 94108

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