Adam Robert, CFP® APMA® joined Clute Wealth Management in 2010. He graduated with his BA in Economics from St. Lawrence University in 2009, and has since earned his Series 7 and 66 registrations which are held through LPL Financial. In 2014, he earned the Accredited Portfolio Management Advisor (SM) or APMA® designation which allows him to assist the advisors with portfolio construction and investment analysis. In 2016, Adam earned the CERTIFIED FINANCIAL PLANNER™ certification to gain specialized knowledge in different areas of financial planning. Adam and his wife Katie now reside in Chazy, NY with their daughters.
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