Adam Stewart is a registered investment advisor, based in Lehi, UT, with 19 years of industry experience.
Location
Lehi, UT
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Adam provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, starting in February 2024. This activity takes nearly full-time hours.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
February 2024 - Present · 2 yrs 2 mos
Wealth Enhancement Brokerage Services, LLCBroker
February 2024 - Present · 2 yrs 2 mos
Wealth Enhancement Advisory Services, LLC
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
February 2024 - June 2025 · 1 yr 4 mos
Morgan Stanley
September 2023 - February 2024 · 5 mos
Morgan StanleyBroker
March 2023 - February 2024 · 11 mos
E*trade Capital Management, LLC
March 2009 - September 2023 · 14 yrs 6 mos
E*trade Securities LLCBroker
August 2006 - September 2023 · 17 yrs 1 mo
State Registrations19 states
AZCACODCFLHIIDILKYMIMONCNVORTXUTWAWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.