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Adam Ambielli is a financial_advisor professional located in Victor, NY. They specialize in financial advisory. With over 10 years of experience, they bring deep expertise to every client.
Adam Ambielli - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Adam Ambielli is a financial advisor based in Victor, NY, with 10 years of experience in the financial services industry. He operates through Osaic Wealth, Inc. and holds a FINRA CRD registration, which governs his activities in securities and investment advisory services. His background reflects a decade of work helping clients navigate financial planning and investment decisions.
Adam Ambielli's FINRA CRD (Central Registration Depository) registration indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment professionals in the United States. This registration means he is authorized to engage in securities sales and investment advisory activities, and his conduct is subject to FINRA rules, compliance standards, and ongoing regulatory oversight. The CRD number serves as his unique identifier within the financial services regulatory system.