AS
AS

Adam Richard Stalnaker

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126

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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 owns ARS Capital Inc., which in turn owns Rockport Wealth, LLC, an RIA firm, spending minimal time on books and records. He is also independently insurance licensed, selling life, disability, and long-term care insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Private Client Services, LLCBroker
January 2021 - Present · 5 yrs 1 mo
Rockport Wealth Advisors
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
December 2013 - January 2021 · 7 yrs 1 mo
Cetera Advisors LLCBroker
December 2013 - January 2021 · 7 yrs 1 mo
New England Securities Corporation
October 2009 - December 2013 · 4 yrs 2 mos
New England SecuritiesBroker
September 2009 - December 2013 · 4 yrs 3 mos
AXA Advisors, LLC
July 2009 - September 2009 · 2 mos
AXA Advisors, LLCBroker
July 2009 - September 2009 · 2 mos
State Registrations16 states
AZFLILINKYMAMNMONCNYOHPASCTXWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.