Eugene A. Drossart

PREMIER CHOICE WEALTH ADVISORS

Lehi, UT 84043

Some features on this profile are disabled

CRD#: 7300513

Professional summary

Eugene Adam Drossart, who also goes by Adam Drossart, E. Adam Drossart, is a registered financial advisor currently at PREMIER CHOICE WEALTH ADVISORS, LLC located in Lehi, Utah.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Eugene has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Drossart | E. Adam Drossart

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.

1) CTA VENTURES LLC; INV REL; RENTAL PROPERTIES; LICENSED REAL ESTATE BROKER AND GENERAL CONTRACTOR; APPROXIMATELY 5 HRS/MO OUTSIDE TRADING HOURS; HOLD RESIDENTIAL REAL ESTATE AS RENTAL PROPERTIES IN WISCONSIN. 2) PBA VENTURES LLC; INV REL; RENTAL PROPERTIES; LICENSED REAL ESTATE BROKER AND GENERAL CONTRACTOR; APPROXIMATELY 5 HRS/MO OUTSIDE TRADING HOURS; HOLD RESIDENTIAL REAL ESTATE AS RENTAL PROPERTIES IN WISCONSIN. 3) PREMIER LEGACY REALTY LLC; INV REL; REAL ESTATE BROKER-PROPERTY MANGAGEMENT; APPROX 1% OF TIME. 4) TSA VENTURES LLC; INV REL; PERSONAL REAL ESTATE HOLDING COMPANIES; OWNER/MANAGING MEMBER; APPROX 1% OF TIME SPENT IN EACH OF THESE BUSINESSES. 5) INSURANCE SALES; INVESTMENT-RELATED; DRAPER, UT; INSURANCE AGENT; APPROXIMATELY 40 HOURS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Adam Drossart'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®

None

Experience

Current

February 10, 2021 - Present

PREMIER CHOICE WEALTH ADVISORS, LLC

Office #1: 2940 W Maple Loop Drive Suite 303, Lehi, UT 84043

RIA

CRD#: 312220

Lehi, UT

Past

October 5, 2020 - February 9, 2021

TRAJAN WEALTH, L.L.C.

RIA

CRD#: 158847

DRAPER, UT

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

Utah
(2/10/2021)

IAR

Wisconsin
(2/28/2022)

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

State Security Law Exam

IAR

Series 65

Date: 7/28/2020

Uniform Investment Adviser Law Examination

Current Firm

PREMIER CHOICE WEALTH ADVISORS, LLC

CRD#: 312220 / SEC#:

Utah

Registered Investment Advisory firm - (2/10/2021 Approved)

Wisconsin

Registered Investment Advisory firm - (2/28/2022 Approved)

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

2940 W Maple Loop Drive Suite 303, Lehi, UT 84043

Mailing Address

Phone number

(801) 834-0031

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	278
AUM (Assets Under Management)	$ 7,240,000

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.

Similar Advisors

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Justin Lizama

SIMPLE FINANCIAL, LLC

IAR

West Jordan, UT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eugene A. Drossart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Adam Drossart's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREMIER CHOICE WEALTH ADVISORS, LLC

TRAJAN WEALTH, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2020

Current Firm

PREMIER CHOICE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREMIER CHOICE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors