Adam Stewart, financial advisor Martinsburg WV

Adam Stewart

CRD Number: 5063376
Current Firm: United Brokerage Services Inc.

Adam Stewart (CRD# 5063376) is an Investment Advisor Representative working at United Brokerage Services Inc. in Martinsburg, WV and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
United Brokerage Services, Inc. Parkersburg, WV Nov 2005 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Adam K. Stewart
Phone Number: 888-424-6158
Registered State(s):
  • NC
  • OH
  • PA
  • SC
  • WV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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