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Adam Dunbar

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
419 advisors
Number of Clients
31,228 clients
Average Client Portfolio
$793K average
Assets Under Management
$24.8B

Fee Structure

Minimum Investment:$10K
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Location

16 Middle Street, Suite 501B, Portland, ME, 04101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is an agent for Steward Partners Global Advisory, installing insurance products, and spends minimal time on this. He also provides investment advice to clients through Steward Partners Investment Advisory LLC, dedicating minimal time, and is a board member for St. Dominic Regional High School, spending minimal time.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 3 yrs 9 mos
Steward Partners Investment Advisory, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2019 - May 2022 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2019 · 11 yrs
Wells Fargo Clearing Services, LLC
January 2008 - January 2019 · 11 yrs
A. G. Edwards & Sons, INC.
October 2004 - January 2008 · 3 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
October 2004 - January 2008 · 3 yrs 3 mos
State Registrations23 states
ALCOCTFLMAMDMEMTNCNHNJNMNYOHORPARISCTNTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.