Adrian F. Stillman
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Adrian Freund Stillman, CFP® was a registered financial professional .
Adrian is a previously registered financial professional and started their career in finance in 1999. Adrian had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 13, 2016 - June 10, 2024
QUANTUMLEAP WEALTH MANAGEMENT, LLC
April 1, 2016 - September 28, 2016
AQUILANT ADVISORS
April 1, 2016 - September 13, 2016
CAMBRIDGE INVESTMENT RESEARCH, INC.
November 11, 2013 - October 31, 2014
STONEX SECURITIES INC.
November 5, 2013 - April 1, 2016
BISON WEALTH, LLC
July 1, 2003 - November 5, 2013
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - November 5, 2013
WELLS FARGO CLEARING SERVICES, LLC
September 15, 1999 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
September 3, 1999 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
QUANTUMLEAP WEALTH MANAGEMENT, LLC
CRD#: 173585 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 6,315,212 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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