Adam
Stalnaker
Rockport Wealth Advisors
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About this Advisor
Adam Stalnaker is a financial advisor based out of Cleveland, Ohio with 5 years of relevant experience. Stalnaker is currently employed by Rockport Wealth Advisors. Their career trajectory has included roles at New England Securities, Cetera Advisors LLC, Rockport Wealth, LLC Dba Rockport Wealth Advisors, Ars Capital, Inc and Private Client Services. Stalnaker maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana, Ohio and Texas. Rockport Wealth Advisors is a company that has its headquarters in Cleveland, OH. The firm has offices in two locations and a total of six financial advisors. It manages $123 million in assets among its 467 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 467 accounts, 35% are held by high-net-worth individuals who have greater than $1 million in investable assets. Rockport Wealth Advisors performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial management fees largely are based on the type of services provided. Fees charged by Rockport Wealth Advisors most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rockport Wealth Advisors Brokerage Details
$123,049,000
6
467
$263,488
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Stalnaker Work History
Adam has been registered as a financial advisor for 5 years.*
Private Client Services
Rockport Wealth, LLC Dba Rockport Wealth Advisors
Ars Capital, Inc
Cetera Advisors LLC
New England Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Stalnaker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockport Wealth Advisors
Cleveland, OH
Cincinnati, OH
Cleveland, OH
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