Adam Shemaria-Rudolph, CFP®

Wealth Advisor at Strategic Wealth Partners (SWP)
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Contact Information
us****@****om
(386) 825-5501
Location
Deerfield, Illinois, United States, US

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Bio

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Credentials

  • CFP®
    CFP Board
    Jun, 2017
    - Nov, 2024
  • Series 65
    Financial Industry Regulatory Authority (FINRA)
    Dec, 2015
    - Nov, 2024

Experience

  • Strategic Wealth Partners (SWP)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Dec 2021 - Present

    • Associate Wealth Advisor
      • Jun 2018 - Dec 2021

  • Gresham Partners, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate
      • Aug 2017 - Jun 2018

  • BDF LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Financial Planner
      • Dec 2016 - Jul 2017

    • Financial Planner
      • Jul 2015 - Dec 2016

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Intern
      • Jun 2014 - Aug 2014

Education

  • University of Wisconsin-Madison
    Bachelor of Business Administration (BBA), Finance, Investment & Banking; Entrepreneurship
    2011 - 2015
  • Chicagoland Jewish High School
    2007 - 2011

Community

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