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AB

Adam R. Bush

VESTWELL ADVISORS
Washington, DC
CRD#: 6239205
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AB
Adam Ross BushVESTWELL ADVISORS

Professional summary

Adam Ross Bush, AIF® is a registered financial advisor currently at VESTWELL ADVISORS LLC located in Washington, District Of Columbia and VESTWELL SECURITIES, LLC located in New York, New York.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Adam has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Adam Ross Bush's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

January 30, 2025 - Present

VESTWELL ADVISORS LLC

RIA
CRD#: 284173
Washington, DC
Current

May 1, 2026 - Present

VESTWELL SECURITIES, LLC

Office #1: 360 Madison Avenue 15th Floor, New York, NY 10017
BD
CRD#: 331531
NEW YORK, NY
Past

March 22, 2024 - December 31, 2024

VESTWELL ADVISORS LLC

RIA
CRD#: 284173
Washington, DC
Past

April 20, 2021 - January 24, 2023

NEWPORT GROUP CONSULTING, LLC

RIA
CRD#: 140944
Washington, DC
Past

April 1, 2021 - January 24, 2023

NEWPORT GROUP SECURITIES, INC.

BD
CRD#: 29722
LAKE MARY, FL
Past

June 3, 2019 - December 31, 2020

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

RIA
CRD#: 106156
Washington, DC
Past

October 24, 2014 - October 6, 2017

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
DURHAM, NC
Past

September 18, 2013 - October 4, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DURHAM, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VESTWELL ADVISORS LLC
VESTWELL ADVISORS LLC

CRD#: 284173 / SEC#: 801-107981

RIA
Registered Investment Advisory firm - (7/15/2016 Approved)
Kansas
Registered Investment Advisory firm - (1/23/2025 Terminated)
Mississippi
Registered Investment Advisory firm - (1/23/2025 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
District of Columbia
(6/18/2025)
IAR
New York
(1/30/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/19/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/25/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/4/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VESTWELL ADVISORS LLC
VESTWELL ADVISORS LLC

CRD#: 284173 / SEC#: 801-107981

RIA
Registered Investment Advisory firm - (7/15/2016 Approved)
Kansas
Registered Investment Advisory firm - (1/23/2025 Terminated)
Mississippi
Registered Investment Advisory firm - (1/23/2025 Terminated)
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Contact information

Main Address
360 Madison Avenue 15th Floor, New York, NY 10017
Mailing Address
Phone number
(917) 979-5358
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 - MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts7,946
AUM (Assets Under Management)$ 427,149,041

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

VESTWELL ADVISORS LLC

CRD#: 284173Washington, DC

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