AW
Adam R. Wilson
WILSON WEALTH STEWARDSHIP
Macon, GA 31210
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CRD#: 7542056
AW
Professional summary
Adam Riley Wilson is a registered financial advisor currently at WILSON WEALTH STEWARDSHIP located in Macon, Georgia.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Adam has worked at 1 firm and has passed the Series 65 and SIE 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.
INSURANCE AGENT - Adam is individually licensed to sell fixed insurance products in the state of Georgia, Stockbridge, GA, less than 25% of is time is spent on this activity
CRS (Client Relationship Summary) - RIA
Click below to view Adam Riley Wilson'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
May 5, 2022 - Present
WILSON WEALTH STEWARDSHIP
Office #1: 1900a Northside Crossing, Macon, GA 31210RIA
CRD#: 297725
Macon, GA
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
Florida(3/18/2024)
IAR
Georgia(5/9/2022)
IAR
Texas(5/5/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
WW
WILSON WEALTH STEWARDSHIP
WILSON WEALTH STEWARDSHIP | WILSON WEALTH STEWARDSHIP, INC.
CRD#: 297725 / SEC#:
Florida
Registered Investment Advisory firm - (2/14/2024 Approved)Georgia
Registered Investment Advisory firm - (7/19/2018 Approved)Texas
Registered Investment Advisory firm - (1/19/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1900a Northside Crossing, Macon, GA 31210
Mailing Address
Phone number
(470) 357-6900
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 312 |
| AUM (Assets Under Management) | $ 50,033,725 |
Red Flags
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