Adam Henry Schutter
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
17 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Gibbs Wealth Management, LLCJun 2026 to now
- Grimes Financial GroupOct 2025 to now
- Nationwide Investment Services CorporationMay 2025 to Oct 2025
- TrustageJun 2024 to Aug 2024
- Moving Ahead ServicesJun 2023 to Aug 2023
- The Ohio State UniversityAug 2021 to May 2025
- Quaker Steak and LubeJun 2021 to Aug 2022
- Coney IslandMay 2019 to Aug 2019
- Coney IslandMay 2018 to Aug 2018
- Archbishop Moeller High SchoolAug 2017 to May 2021
- St. Veronica SchoolAug 2009 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Gibbs Wealth Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7926306
- 281621