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Adam A. Roberts Email & Phone Number

Financial Advisor at Wise Financial LLC
Location: Albany, New York Metropolitan Area, United States 3 work roles 1 school
1 work email found @wisefinancial.net LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@wisefinancial.net
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wise Financial LLC
Role
Financial Advisor
Location
Albany, New York Metropolitan Area, United States

Who is Adam A. Roberts? Overview

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Quick answer

Adam A. Roberts is listed as Financial Advisor at Wise Financial LLC, based in Albany, New York Metropolitan Area, United States. AeroLeads shows a work email signal at wisefinancial.net and a matched LinkedIn profile for Adam A. Roberts.

Adam A. Roberts previously worked as Financial Consultant at Axa Advisors, Llc and CFO at Capital District Fitness. Adam A. Roberts holds Bachelor Of Science, Biology - Neuroscience from University At Albany.

Company email context

Email format at Wise Financial LLC

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aroberts@wisefinancial.net
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AeroLeads found 1 current-domain work email signal for Adam A. Roberts. Compare company email patterns before reaching out.

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Profile bio

About Adam A. Roberts

Individual & Family - Investment Planning- Wealth Accumulation Planning- Wealth Preservation Strategies- Retirement Income Strategies- Estate & Trust PlanningEmployer-Sponsored- ERISA & Plan Consulting- Executive Benefits - Employee Benefits- Employee Education Services- Business Succession Planning

Listed skills include Personal Financial Planning, Tactical Asset Management, Retirement Planning, Corporate Finance, and 48 others.

Current workplace

Adam A. Roberts's current company

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Wise Financial LLC
Wise Financial Llc
Financial Advisor
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Company profile
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3 roles · 11 years

Adam A. Roberts work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Wise Financial Llc

Atlanta, Georgia, Us

Adam A. Roberts is a Registered Representative of Equity Services, Inc. Securities are offered solely by Equity Services, Inc., Member FINRA/SIPC, 333 Westchester Ave. South 3302, White Plains, NY 10604. (914) 428-4000 Wise Financial LLC is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.Adam is licensed to sell securities in New York. He is also insurance-licensed in New York. An endorsement of Adam may not reflect others’ views or experience.TC114909 (5/3/2021)

Jan 2020 - Present

Financial Consultant

Axa Advisors, Llc

New York, Ny, Us

INDIVIDUAL/FAMILY- Wealth Accumulation & Tax Management- Retirement Planning- Risk Management- Estate Planning/Wealth Preservation StrategiesBUSINESS/CORPORATE- Executive Benefits- Employee Education/Seminars- Employee Benefits- Business Succession Planning/Exit Strategies- Company Retirement Programs

2016 - Jan 2020

Cfo

Capital District Fitness

Dual web portal & commercial facility for comprehensive health & wellness goals. Serviced personal training, nutritional counseling, gym memberships, physical therapy & niche requests with other professionals throughout the Capital District. Voted #1 in categorical (Wellness) on Thumbtack.com 2015 & 2016.

Jan 2009 - Jun 2016
1 education record

Adam A. Roberts education

  • University At Albany
    University At Albany
    Biology - Neuroscience
FAQ

Frequently asked questions about Adam A. Roberts

Quick answers generated from the profile data available on this page.

What company does Adam A. Roberts work for?

Adam A. Roberts works for Wise Financial LLC.

What is Adam A. Roberts's role at Wise Financial LLC?

Adam A. Roberts is listed as Financial Advisor at Wise Financial LLC.

What is Adam A. Roberts's email address?

AeroLeads has found 1 work email signal at @wisefinancial.net for Adam A. Roberts at Wise Financial LLC.

Where is Adam A. Roberts based?

Adam A. Roberts is based in Albany, New York Metropolitan Area, United States while working with Wise Financial LLC.

What companies has Adam A. Roberts worked for?

Adam A. Roberts has worked for Wise Financial Llc, Axa Advisors, Llc, and Capital District Fitness.

How can I contact Adam A. Roberts?

You can use AeroLeads to view verified contact signals for Adam A. Roberts at Wise Financial LLC, including work email, phone, and LinkedIn data when available.

What schools did Adam A. Roberts attend?

Adam A. Roberts holds Bachelor Of Science, Biology - Neuroscience from University At Albany.

What skills is Adam A. Roberts known for?

Adam A. Roberts is listed with skills including Personal Financial Planning, Tactical Asset Management, Retirement Planning, Corporate Finance, Wealth Management, Financial Planning, Financial Advisory, and Investments.

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