Adam Ross Bush
Investment adviser representative at Vestwell Advisors LLC
14 yearsExperience
2 statesRegistered in
$1BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Vestwell Securities LLCMay 2026 to now
- Vestwell Advisors LLCNov 2023 to now
- N/aSep 2023 to Nov 2023
- Ubiquity Retirement + SavingsFeb 2023 to Sep 2023
- Newport Group Securities, Inc.Feb 2021 to Jan 2023
- Newport Group, Inc.Feb 2021 to Jan 2023
- UnemployedJan 2021 to Feb 2021
- Bb&t Wealth Management DivisionJul 2018 to Dec 2020
- Bb&t - Retirement and Institutional ServicesJan 2018 to Jul 2018
- UnemployedOct 2017 to Dec 2017
- Fidelity Brokerage Services LLCAug 2012 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (DC, NY).
Vestwell Advisors LLC
$1BAssets managed
83,310Clients
8Advisers
10 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
- 6239205
- Firm CRD
- 284173