Adam Osterling

Adam Osterling

Service Analyst

Phone: (614) 888-2117
Fax: (614) 888-2023
E-mail:


As an Investment Service Analyst, Adam assists the investment team and financial planning team by preparing new account paperwork, logging trade transactions, online client interaction, maintaining client information and logging checks. He is currently studying to obtain his FINRA Series 7 designation.

Adam joined Shore Morgan Young in 2016. Adam graduated from The Ohio State University in 2015 with a Bachelor of Arts in Economics. In his spare time, Adam enjoys spending time with his loved ones, coaching WYB football in Worthington and is an avid road cyclist.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck