Steven Adams, financial advisor Traverse City MI

Steven Adams

CRD Number: 5992425
Current Firm: Stonepath Wealth Management

Steven Adams (CRD# 5992425) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 12 years of experience in the finance industry.

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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Steven A. Adams
Phone Number: (231) 668-6999
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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