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AS

Adam M. Sutton

Some features on this profile are disabled
CRD#: 5786194
AS

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.

Adam Michael Sutton, who also goes by Adam M Sutton, was a registered financial professional .

Adam is a previously registered financial professional and started their career in finance in 2010. Adam had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Adam M Sutton

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

April 6, 2021 - December 31, 2021

CORNERSTONE WEALTH PARTNERS

RIA
CRD#: 299193
FORT WAYNE, IN
Past

February 6, 2019 - December 31, 2020

CORNERSTONE WEALTH PARTNERS

RIA
CRD#: 299193
FORT WAYNE, IN
Past

October 23, 2018 - December 31, 2018

CORNERSTONE WEALTH PARTNERS

RIA
CRD#: 299193
FORT WAYNE, IN
Past

August 12, 2016 - June 25, 2018

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
Fort Wayne, IN
Past

November 4, 2014 - August 3, 2016

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
FORT WAYNE, IN
Past

November 4, 2014 - August 3, 2016

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

January 13, 2011 - March 21, 2014

SII INVESTMENTS, INC.

RIA
CRD#: 2225
FORT WAYNE, IN
Past

January 13, 2011 - March 21, 2014

SII INVESTMENTS, INC.

BD
CRD#: 2225
FORT WAYNE, IN
Past

August 18, 2010 - January 19, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
NEW HAVEN, IN
Past

July 23, 2010 - January 19, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
NEW HAVEN, IN

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: 8/17/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/3/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/22/2010
General Securities Representative Examination

Current Firm

CW
CORNERSTONE WEALTH PARTNERS
CORNERSTONE WEALTH PARTNERS | CORNERSTONE WEALTH PARTNERS LLC

CRD#: 299193 / SEC#:

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Contact information

Main Address
2841 E Dupont Rd Ste B, Fort Wayne, IN 46825
Mailing Address
Phone number
(260) 440-8125
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts48
AUM (Assets Under Management)$ 2,844,034

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

CORNERSTONE WEALTH PARTNERS

CRD#: 299193

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