AdFi
AM

Adam Michael Brzeczek

Investment Adviser Representative at RUTHERFORD INVESTMENT MANAGEMENT

San Francisco, CACRD #6506936Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
3 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam Michael Brzeczek has worked in the securities industry since 2022. They have passed the Series 79, 65, and 63 examinations. They are registered to provide investment advisory services in California, Idaho, and Oregon.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
CaliforniaIdahoOregon
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/26/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 8/17/2016
SIE
Securities Industry Essentials Examination
Passed 7/16/2018
Series 79
Investment Banking Registered Representative Examination
Passed 8/14/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
First $25,000,0001.25%
$25,000,001 - $50,000,0001.00%
Over $50,000,0010.75%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Rutherford Investment Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RUTHERFORD INVESTMENT MANAGEMENTCurrent
5/31/2024San Francisco, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
8/15/20167/16/2018Palo Alto, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at RUTHERFORD INVESTMENT MANAGEMENT

3 other advisors in the directory

View RUTHERFORD INVESTMENT MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Michael Brzeczek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched