Richard’s background is diverse in both business and technology, having served in roles ranging from Software Engineer to founder and CEO of a home services business. Richard graduated from Princeton University in 2010 with a Bachelor’s of Science in Engineering, and from Stanford University in 2012 with a Masters in Mechanical Engineering. Richard is the newest member of the Rosenfeld Group, joining in October 2022. Barron’s is a trademark of Dow Jones & Company, Inc. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Rankings based on data as of September 30 of prior year. **Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. On Wall Street is a trademark of SourceMedia. Rankings and recognition from On Wall Street are no guarantee of future ivestment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. On Wall Street is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Individual trailing 12-month production for each advisor was the primary ranking criteria. Advisors considered must be under 40 years old and work at an employee brokerage firm. The ranking for the “Top 40 Advisors Under 40” list is compiled using data solicited from the advisors’ employers. Rankings based on data as of Sept 30 - Dec 31 of prior year. *Source: On Wall Street “Top 40 Advisors Under 40” list, published annually Jan - Dec. Adam is on the Board at Mount Sinai Hospital and the Galbut Family Miami Beach Jewish Community Center. When not serving clients, Adam is highly involved in supporting his local community. He was named one of America’s top 1200 advisors by Barron’s in 2016-2022 (published annually in February-March rankings based on data as of September 30 of prior year). Rankings based on data as of Sept 30 – Dec 31 of prior year). Adam was ranked as the #9 Financial Advisor by On Wall Street in their annual Americas 40 top advisors under 40 list in 2018 having also been named to the list in 20(Published annually Jan – Mar. More than just serving his clients as their Financial Advisor, Adam believes his clients view him as their financial infrastructure - providing daily guidance to asset management, family and estate planning services, and access to banking services through Bank of America.Īdam’s achievements have been recognized nationally by 2 financial publications. Adam started in the financial services industry in 2000, and after 10 years at Morgan Stanley, he joined Merrill in 2011.Īdam runs his business similar to a multi-family office providing a wide-array of customized services to a small group of ultra-high-net-worth individuals, families, and businesses. Adam is a Managing Director, Private Wealth Manager with Merrill Private Wealth Management.
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