AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KA

Kevin E. Adams

Some features on this profile are disabled
CRD#: 4606998
KA

Professional summary


Kevin Erik Adams was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Kevin is a previously registered financial advisor and started their career in finance in 2003. Prior to being barred, Kevin had worked at 3 firms, which includes SLOAN SECURITIES CORP., AMERIPRISE FINANCIAL SERVICES LLC, IDS LIFE INSURANCE COMPANY.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin Erik Adams

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 23, 2005 - September 7, 2005

SLOAN SECURITIES CORP.

BD
CRD#: 17930
ENGLEWOOD CLIFFS, NJ
Past

May 22, 2003 - February 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
FRESNO, CA
Past

April 24, 2003 - February 8, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 24, 2003 - February 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2003
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


SS
SLOAN SECURITIES CORP.
SLOAN SECURITIES CORP.

CRD#: 17930 / SEC#: , 8-35955

BD
Cancelled by SEC on 09/21/2015
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 01/21/1986
Firm type
Corporation
Fiscal year end
October
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ACKERMAN, JAMES CURTISCEO & PRESIDENT1641924
HERITY, THOMAS FRANCISCHIEF COMPLIANCE OFFICER1283240
LAURENT, ARTHUR JAMESFINANCIAL & OPERATIONS PRINCIPAL717267

Disclosures


Regulatory Event6
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SLOAN SECURITIES CORP.

CRD#: 17930

TRUST BUT VERIFY

Monitor Kevin Adams

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics