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Adam Rude

2900 Westchester Ave

Purchase, NY

10577

Phone:

Email:

(914) 428-6440

What do you get when combine a CERTIFIED FINANCIAL PLANNER™ Professional, a patented inventor, a guitarist and songwriter and a self-described geek with social skills? You get Adam Rude, CFP®, that’s what.


Adam’s broad professional experience and creative problem solving abilities are outstanding resources for Lob Planning Group and have enabled the firm to implement advanced management techniques on behalf of its clients. In addition to his technical and technological responsibilities, Adam enjoys working with clients to develop and execute their financial plans.

 

“My role is all about helping clients get from point A to point B in their lives – even and especially when those points or places aren’t always clear,” he says. “I take the most satisfaction from cases where I can simplify a difficult situation or concept for a client and help them choose a course that they feel comfortable with and that addresses their goals.”

 

A graduate of New York University’s Stern School of Business, Adam resides in Briarcliff Manor, NY with his wife and children.

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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