AC
Adam J. Coe
ASHTON STEWART & CO.
Miami, FL 33131
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CRD#: 7232849
AC
Professional summary
Adam James Coe is a registered financial professional currently at ASHTON STEWART & CO., INC. located in Miami, Florida.
Adam is registered as a RR (Registered Representative) and started their career in finance in 2026. Adam has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Adam James Coe's 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®
NoneExperience
Current
April 15, 2026 - Present
ASHTON STEWART & CO., INC.
Office #1: 1395 Brickell Ave Suite 800, Miami, FL 33131BD
CRD#: 112386
Miami, FL
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
General Industry/Product Exam
RR
Series 7TO
Date: 4/15/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AS
ASHTON STEWART & CO., INC.
ASHTON STEWART & CO., INC. | VANTAGE SECURITIES, INC. | MAS TRADE.NET INC. | MAS CAPITAL SECURITIES, INC.
CRD#: 112386 / SEC#: , 8-53239
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
1395 Brickell Ave Suite 800, Miami, FL 33131
Mailing Address
1395 Brickell Ave Suite 800, Miami, FL 33131
Phone number
(646) 868-5410
Established
Indiana since 09/27/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (44 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ASHTON STEWART INTERNATIONAL HOLDINGS, LLC | SHAREHOLDER | |
| BURMAN, ANATOLY | CEO/CCO | 1652002 |
Red Flags
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