Adam Scott Graves
Investment adviser representative at Portside Wealth Group, LLC
13 yearsExperience
2 statesRegistered in
$1.4BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Portside Wealth Group, LLCApr 2023 to now
- Alignment Financial AdvisorsMay 2021 to now
- Ag Financial PlanningJan 2013 to now
- Townsquare Capital, LLCJun 2018 to Jun 2023
- Allegis Investment Services, LLCMar 2017 to Jun 2018
- Allegis Investment Advisors, LLCOct 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4490894
- Firm CRD
- 325175