Adam Christopher Spears
Professional Summary
Adam Christopher Spears is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Brighton, Michigan. Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Adam has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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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.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
Main Address
325 W. Main St., Brighton, MI 48116Phone Number
(810) 522-5650# of Employees
88SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,768AUM (Assets Under Management)
$1,070,072,710Similar Advisors
LIGHTSQUARE WEALTH MANAGEMENT, LLC
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.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
FOGUTH WEALTH MANAGEMENT, LLC.
State Registrations and Notice Filings
(9/27/2023)
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.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Adam Christopher Spears's CRS (Customer Relationship Summary).
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LIGHTSQUARE WEALTH MANAGEMENT, LLC