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Adam Richard Stojanowski

Advisor at OSAIC Institutions, INC. — Dover, NH

Updated today

Credentials

Series 65, Series 63

Experience

20 years

Location

Dover, NH 03820

OSAIC Institutions, INC. logo

OSAIC Institutions, INC.

Enterprise

Total advisors

546

Across 354 offices

Clients per advisor

29 Very Low

Avg AUM per client

$308,738 Low

HNW client ratio

0% Very Low

About

Adam Stojanowski is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Natixis Global Associates, Hartford Funds Distributors, LLC, and Equitable. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning while employing a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary management with access to alternative investments and lending solutions.

Client services

Based on OSAIC Institutions, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Solicitation services for other advisers

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

See office

Dover, NH

633 Central Ave

Dover NH 03820

Advisors at this office

1

Most active in

New Hampshire

Work history

20 years of industry experience

Cambridge Savings Bank

2026 - Present • 1 year

Dover, NH

OSAIC Institutions, Inc.

2026 - Present • 1 year

Meriden, CT

Equitable

2025 - 2026 • 1 year

New York, NY

Equitable Advisors LLC

2025 - 2026 • 1 year

New York, NY

Commonwealth Financial networks

2025 - 2025 • 1 year

Waltham, MA

Hartford Funds Distributors, LLC

2022 - 2025 • 3 years

Wayne, PA

Diffractive Managers Group, LLC

2021 - 2022 • 1 year

Andover, MA

Foreside Financial Services, LLC

2021 - 2022 • 1 year

Andover, MA

Natixis Global Associates

2008 - 2021 • 13 years

Boston, MA

Wells Fargo Clearing

2007 - 2008 • 1 year

Boston, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Peyton O

Series 65

Portsmouth, NH

Steele Street Capital LLC

Peyton Oakes Bryden is a Series 65 credentialed advisor at Steele Street Capital LLC with one year of industry experience. Prior to joining Steele Street Capital, he worked at Prescott Hamilton International for three years and was employed by the University of New Hampshire for four years. Outside of his advisory work, he owns IBW Group, LLC, which designs and manufactures camera systems. Steele Street Capital serves individuals, families, affiliated trusts, and business clients through various service lines including comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary asset management, utilizing custodian platforms such as LPL Financial and Betterment Advisor Solutions, and is notable for sponsoring wrap-fee programs and integrating business transition and cash-management consulting.

Wealth management Business exit / sale strategy
user avatar

Justin M

Series 65

Porstmouth, NH

KWM Financial LLC

Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
user avatar

John M

CFP®, Series 63

Portsmouth, NH

Gulfstream Financial Group LLC

John Mccune Jr. is a CFP® professional with 28 years of industry experience, currently serving as the sole advisor at Gulfstream Financial Group LLC since 2005. Prior to and concurrently with his role at Gulfstream, he has been affiliated with LPL Financial. Outside of financial advising, he is involved in commercial lobster fishing on weekends and occasionally works as an engineer/deckhand for tugboats. He also serves as a board member for Piscataqua Savings Bank. Gulfstream Financial Group provides financial planning and investment advice to individuals, trusts, estates, and business entities, focusing on tailored written plans and consultations. The firm employs a long-term, asset-allocation approach without discretionary trading authority, charging hourly and fixed fees rather than percentage-based fees.

General retirement planning Annuities
user avatar

Russell R

CFP®, Series 63

New Castle, NH

ATI Wealth Partners, LLC

Russell Robertson is a CERTIFIED FINANCIAL PLANNER™ with 15 years of industry experience. He is the sole advisor at ATI Wealth Partners, LLC, an independent firm based in New Castle, NH, and has worked with J. Murphy Asset Management, LLC since 2022. ATI Wealth Partners provides discretionary asset management and financial planning services to individuals, small businesses, and trusts, estates, and charitable organizations. The firm employs a long-term strategic asset allocation approach using low-cost, broadly diversified ETFs, structured notes, and, for some clients, option-writing strategies.

Options & derivatives strategies Cash flow / budgeting
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Eric G

Series 63, Series 65

Portsmouth, NH

Four Tree Island Advisory LLC

Eric Gregg is the sole advisor at Four Tree Island Advisory LLC in Portsmouth, NH, holding Series 63 and Series 65 designations with 14 years of industry experience. He founded Four Tree Island Advisory in 2011 and serves on the advisory board and as a minority owner of Microwave Techniques LLC. Gregg is also on the board of Portsmouth Regional Hospital and part of the governance committee for the Foundation of Seacoast Health. Four Tree Island Advisory provides customized, discretionary investment management to individuals and institutions, focusing on liquid investments such as equities and fixed income. The firm employs fundamental and relative-value analysis across three principal strategies and serves a client base that includes institutional relationships, utilizing features like derivatives and client-initiated margin borrowing.

Active portfolio management
user avatar

Barry O

CFP®, Series 63, Series 65

Eliot, ME

O'Brien Asset Management

Barry Obrien is a CFP® professional with 19 years of experience in the financial advisory industry. He is the principal advisor at O'Brien Asset Management LLC, an independent firm he has led since 2007. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm’s investment approach focuses on long-term, diversified portfolios primarily using no-load mutual funds and ETFs, emphasizing non-discretionary asset management and customized investment policy statements.

Life insurance needs analysis Long-term care insurance Disability insurance General retirement planning General estate planning guidance
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