Adam N. Naser

ADVISORY ALPHA

Naperville, IL 60563

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CRD#: 7835650

Professional summary

Adam Nidal Naser, who also goes by Adam Naser, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Naperville, Illinois.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Adam has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Adam Naser

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) O'Connor Wealth Management; Investment Related; Naperville, IL; Financial, Consulting, and Education Services; Financial Advisor; 04/2023; Approx. 40 hrs/month; Approx. 40 hrs/month; Providing financial, education, and consulting services to clients. 2) Adam Naser; Investment Related; Naperville, IL; Fixed Insurance Product Sales; 04/2023; Approx 120 hrs/month; Approx 120 hrs/month; Sale of Fixed Insurance Products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Nidal Naser'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®

None

Experience

Current

August 14, 2026 - Present

ADVISORY ALPHA, LLC

Office #1: 1230 E. Diehl Rd. Suite 100, Naperville, IL 60563

RIA

CRD#: 158282

Naperville, IL

Past

September 11, 2024 - August 12, 2026

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Naperville, IL

Past

July 31, 2024 - September 6, 2024

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Naperville, IL

Past

November 20, 2023 - July 9, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Naperville, IL

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".

ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA

Registered Investment Advisory firm - (6/14/2011 Approved)

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

Illinois
(8/14/2026)

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: 2/9/2023

Uniform Investment Adviser Law Examination

Current Firm

ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA

Registered Investment Advisory firm - (6/14/2011 Approved)

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Contact information

Main Address

348 S Waverly Rd Suite 100, Holland, MI 49423

Mailing Address

Phone number

(866) 530-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts	22,480
AUM (Assets Under Management)	$ 3,468,083,482

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.

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Adam N. Naser

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Nidal Naser's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY ALPHA, LLC

BROOKSTONE WEALTH ADVISORS, LLC

GRADIENT ADVISORS, LLC

AE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

ADVISORY ALPHA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/9/2023

Current Firm

ADVISORY ALPHA, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISORY ALPHA, LLC

TRUST BUT VERIFY

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