Steven A Adams
Investment adviser representative at Stonepath Wealth Management
11 yearsExperience
1 stateRegistered in
$299.5MFirm assets
2 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Stonepath Wealth ManagementJan 2024 to now
- Spwm Advisors LLCJan 2024 to now
- Cambridge Investment Reseach, Inc.Feb 2015 to Dec 2023
- Cambridge Investment Research Advisors, Inc.Feb 2015 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
Stonepath Wealth Management
Legal name: Spwm Advisors LLC
$299.5MAssets managed
606Clients
8Advisers
2 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
- 5992425
- Firm CRD
- 328977