SALEM FIVE WEALTH ADVISORS - Meet the Team

Adam Smith   

Wealth Representative

Salem Five Wealth Advisor, Adam Smith

Connect with Adam Smith

At Salem Five Investment Services

Adam joined Salem Five Wealth Advisors in 2019 and worked at TD Ameritrade and Fidelity Investments and has over 23 years of financial services experience.

Before Joining Salem Five Investment Services

TD Ameritrade and Fidelity Investments

Education

Saint Lawrence University, Bachelor of Arts, English, 1994

Credentials

  • FINRA licenses Series 7 and 66
  • MA Accident & Health, Life; Variable Life and Variable Annuity

Personal

Adam resides in Marblehead with his wife Tracy. In his spare time, he enjoys competing in triathlons, having completed Ironman Lake Placid twice, with multiple half Ironman races. Together, they enjoy spending time on the ocean and at a small lake cottage in Maine, along with their dog, Dakota.

Check the background of investment professionals associated with this site on
FINRA's BrokerCheck »

Contact Us
LPL Account View


 


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value



The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Salem Five Bank provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Salem Five Bank is not a current client of LPL for advisory services.

Please visit: https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html