Michael Adair
Advisor at RBC Rochdale, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sylacauga, AL
Credentials
Series 63, Series 66
Industry experience
22 years
About
Michael Adair is a financial advisor at RBC Rochdale, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with CNR Securities, LLC and Rochdale Investment Management since 2012. Outside of his advisory role, he serves on the Board of Visitors for the University of Alabama Culverhouse School of Business, is a board member of the Isabel Anderson Comer Museum & Arts Center, and participates on the Sylacauga Utilities Board. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and institutional investors, providing discretionary and non-discretionary portfolio management, sub-advisory, and model delivery services. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across multiple asset classes.
Expertise
Based on RBC Rochdale, LLC
Active portfolio management
Passive / index investing
Private / alternative investments
Real estate investing
Wealth management
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Account minimum: $1,000,000
Location
Sylacauga, AL
Most active in
Michael A has reported serving >5 clients in these states in the last 12 months.
Alabama · Arkansas · California · Delaware · Florida · Georgia · Kentucky · Louisiana · Mississippi · North Carolina · South Carolina · Texas · Virginia
Work history
CNR Securities, LLC
2012 - Present (14 years)
Rochdale Investment Management
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Jesse G
Series 66
Sylacauga, AL
Edward Jones
Jesse Gum is a financial advisor with Edward Jones in Sylacauga, AL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Edward G
Series 63, Series 66
Wilsonville, AL
Equitable Advisors
Edward Goodson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2020 and at LPL Financial from 2020 to 2025. Outside of his advisory role, he serves as co-trustee of a family living trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.
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