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AC

Adam Michael Cross

AMC WEALTH MANAGEMENT
CHICAGO, IL
·CRD# 5888011·13 years registered

Professional Summary

Adam Michael Cross, who also goes by Adam M Cross, is a registered financial advisor currently at AMC WEALTH MANAGEMENT, LLC located in Chicago, Illinois. Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Adam has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Adam M Cross

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

13 years registered in the securities industry

Current & Past Employments

Current

AMC WEALTH MANAGEMENT, LLCCurrent·CRD# 308157
RIA
Chicago, IL
September 30, 2024 - Present

Past

CARSON CAPITALPast·CRD# 314563
RIA
Chicago, IL
March 28, 2023 - September 27, 2024
AMC WEALTH MANAGEMENT, LLCPast·CRD# 308157
RIA
Chicago, IL
July 13, 2020 - September 27, 2024
NORTHERN TRUST SECURITIES, INC.Past·CRD# 7927
RIA
Chicago, IL
January 14, 2015 - July 13, 2020
NORTHERN TRUST SECURITIES, INC.Past·CRD# 7927
BD
Chicago, IL
August 12, 2014 - July 13, 2020
EDWARD JONESPast·CRD# 250
RIA
St Louis, MO
October 7, 2013 - May 12, 2014
EDWARD JONESPast·CRD# 250
BD
St Louis, MO
September 16, 2013 - May 12, 2014

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Current Firm

AW
AMC WEALTH MANAGEMENT, LLC

AMC | AMCWEALTH.COM | AMC WEALTH MANAGEMENT, LLC | AMC WEALTH MANAGEMENT | AMC WEALTH

CRD#: 308157
Alabama
Registered Investment Advisory firm - Alabama (6/8/2022 Approved)
California
Registered Investment Advisory firm - California (1/16/2025 Approved)
Delaware
Registered Investment Advisory firm - Delaware (11/15/2023 Approved)
Florida
Registered Investment Advisory firm - Florida (3/15/2022 Approved)
Georgia
Registered Investment Advisory firm - Georgia (12/3/2021 Approved)
Illinois
Registered Investment Advisory firm - Illinois (7/13/2020 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (1/18/2024 Approved)
Missouri
Registered Investment Advisory firm - Missouri (9/8/2026 Approved)
Nevada
Registered Investment Advisory firm - Nevada (9/23/2021 Approved)
New York
Registered Investment Advisory firm - New York (7/12/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (6/19/2024 Approved)
Utah
Registered Investment Advisory firm - Utah (11/17/2022 Approved)

Contact Information

Main Address

Chicago, IL

Phone Number

(618) 384-9478

# of Employees

7

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

256

AUM (Assets Under Management)

$111,019,197

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

AMC Wealth Management, LLC Alternative Names: AMC Wealth, The business is investment-related; the address of the other business is 1224 West Van Burren, #210, Chicago, IL 60607 the nature of the other business is IA Position held is Principal & Owner title, or relationship with the other business Principal & Owner the start date of your relationship 03/2020 Approximately 160 hours/month is devoted to this business; CARSON CAPITAL (IA Firm) Alternate Names: CARSON CAPITAL,CARSON CAPITAL LLC The business is investment-related; the address of the other business is 3724 Joppa Avenue South, St. Louis Park, MN 55416 the nature of the other business is IA Position held is Chief Compliance Officer title, or relationship with the other business Chief Compliance Officer the start date of your relationship 09/2021 Approximately 20 hours/month is devoted to this business;

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(1/16/2025)
IAR
Florida
(11/22/2024)
IAR
Illinois
(9/30/2024)
IAR
Missouri
(9/8/2026)
IAR
Nevada
(9/30/2024)
IAR
New York
(9/30/2024)
IAR
Texas
(9/30/2024)
IAR
Utah
(9/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2013About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2013About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Adam Michael Cross's CRS (Customer Relationship Summary).

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