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Adam Ritter

17 Years of Experience
Broker

Adam Ritter is a registered investment advisor, based in Glenview, IL, with 17 years of industry experience.

Location

2700 Patriot Blvd Ste 250, Glenview, IL, 60026

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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 Activities

Adam is a private wealth advisor for multiple registered investment advisors, including Cubit Wealth Management and NewEdge Advisors, providing financial advising and consulting. He also provides wealth planning knowledge from prior experience.

Employment History
Current Registrations
Newedge Advisors
April 2025 - Present · 1 yr
Newedge Securities, LLCBroker
April 2025 - Present · 1 yr
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2025 · 6 yrs 6 mos
Strategic Advisers LLC
July 2016 - July 2018 · 2 yrs
Fidelity Brokerage Services LLCBroker
June 2016 - January 2025 · 8 yrs 7 mos
TD Ameritrade, INC.
November 2010 - June 2016 · 5 yrs 7 mos
Amerivest Investment Management, LLC
November 2010 - June 2016 · 5 yrs 7 mos
TD Ameritrade, INC.Broker
November 2010 - June 2016 · 5 yrs 7 mos
Wells Fargo Advisors, LLC
July 2010 - November 2010 · 4 mos
Wells Fargo Advisors, LLCBroker
June 2010 - November 2010 · 5 mos
Ameriprise Financial Services, INC.Broker
March 2008 - September 2009 · 1 yr 6 mos
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.