Steven Adams, financial advisor Traverse City MI

Steven Adams

CRD Number: 5992425
Current Firm: Stonepath Wealth Management

Steven Adams (CRD# 5992425) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Spwm Advisors LLC Northport, MI Jan 2024 - Current < 1
Cambridge Investment Reseach, Inc. Northport, MI Feb 2015 - Dec 2023 8
Cambridge Investment Research Advisors, Inc. Northport, MI Feb 2015 - Dec 2023 8
Unemployed Northport, MI Oct 2014 - Jan 2015 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Steven A. Adams
Phone Number: (231) 668-6999
Firm Website: https://stonepathwm.com/
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, MI, OH, TX

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