Rockport Wealth Advisors

Rockport Wealth Advisors (CRD# 297122) is a financial advisory firm headquartered in Fairview Park, OH. They manage $143,699,000 in 503 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH 44126
https://www.linkedin.com/in/adam-stalnaker-1479707/
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $285,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IN, KY, MI, NC, OH, PA, SC, TX

Financial Advisors at Rockport Wealth Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Jon Arnold, financial advisor Youngstown OH
Jon P. Arnold
CRD#: 4299647
8040 Market Street, Youngstown, OH 44512

Jon Arnold (CRD# 4299647) is an Investment Advisor Representative working at Rockport Wealth Advisors in Youngstown, OH and has over 19 years of experience in the finance industry.

2
Michael Curley, financial advisor Cincinnati OH
Michael A. Curley
CRD#: 3259110
Cincinnati, OH

Michael Curley (CRD# 3259110) is an Investment Advisor Representative working at Rockport Wealth Advisors in Cincinnati, OH and has over 24 years of experience in the finance industry.

3
Brian Ellis, financial advisor Okatie SC
Brian P. Ellis
CRD#: 3004779
Okatie, SC

Brian Ellis (CRD# 3004779) is an Investment Advisor Representative working at Rockport Wealth Advisors in Okatie, SC and has over 26 years of experience in the finance industry.

4
Joseph Kovach, financial advisor Fairview Park OH
Joseph J. Kovach
CRD#: 2620971
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH 44126

Joseph Kovach (CRD# 2620971) is an Investment Advisor Representative working at Rockport Wealth Advisors in Fairview Park, OH and has over 28 years of experience in the finance industry.

5
Adam Stalnaker, financial advisor Fairview Park OH
Adam R. Stalnaker
CRD#: 5675604
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH 44126

Adam Stalnaker (CRD# 5675604) is an Investment Advisor Representative working at Rockport Wealth Advisors in Fairview Park, OH and has over 8 years of experience in the finance industry.

6
Meaghan Grant, financial advisor Fairview Park OH
Meaghan R. Grant
CRD#: 7533766
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH 44126

Meaghan Grant (CRD# 7533766) is an Investment Advisor Representative working at Rockport Wealth Advisors in Fairview Park, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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