Adam Consalvo
Senior Registered Client Service Associate
As a Senior Registered Client Service Associate at Seventy2 Capital, Adam Consalvo prioritizes providing exceptional care for clients and operational and administrative support to his financial advisors. He ensures that advisors have everything they need to focus on their client relationships through tasks such as opening accounts, trading, moving money, processing account maintenance requests, and preparing performance charts and market analyses.
Prior to joining Seventy2 Capital, Adam worked as a Registered Client Associate with Wells Fargo Advisors for 12 years. Adam received his Bachelor’s degree in Finance from Monmouth University. Outside of work, Adam loves to travel, play basketball, and go crabbing. He is an avid sports fan and roots for the Miami Dolphins.
CA Insurance License #: 0K24994. Resident State NJ.