Adam Schlossberg
Balancer · DISC type SAdam Schlossberg is a Financial Advisor and Managing Director with Park Avenue Securities, specializing in wealth management for business owners and high-net-worth families. He holds Series 7 and 66 licenses and earned a Bachelor of Business Administration from the University of Wisconsin-Madison.
Residing in New York City, Adam enjoys traveling, playing golf, and spending time with family and friends. He actively follows major financial news outlets like The Wall Street Journal and CNN, showing a keen interest in market-moving events and analysis.
He is a featured speaker at events, sharing his expertise on exit strategies for business owners considering a future sale.
Read the full overview →How Adam shows up
They are comfortable taking a long term view. They are polite and respectful but practical. Even if it takes time, they prefer following the process.
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DISC profile (public)
Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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