Trey J. Farrer

ADAMS WEALTH ADVISORS

St. George, UT 84770

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CRD#: 7965889

Professional summary

Trey J Farrer, who also goes by Trey Farrer, is a registered financial advisor currently at ADAMS WEALTH ADVISORS located in St. George, Utah.

Trey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Trey has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trey Farrer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trey J Farrer'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

February 11, 2025 - Present

ADAMS WEALTH ADVISORS

Office #1: 491 N. Bluff St. Suite #200, St. George, UT 84770

RIA

CRD#: 286087

St. George, UT

Past

November 6, 2024 - January 6, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

OREM, UT

Past

September 24, 2024 - January 6, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

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".

ADAMS WEALTH ADVISORS

ADAMS INVESTMENT MANAGEMENT | CACHETECH | AIM VENTURA CAPITAL | ADAMS WEALTH MANAGEMENT LLC | ADAMS WEALTH ADVISORS

CRD#: 286087 / SEC#: 801-110862

RIA

Registered Investment Advisory firm - (7/24/2017 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

Texas
(2/11/2025)

IAR

Utah
(2/12/2025)

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 66

Date: 10/25/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/24/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/23/2024

Securities Industry Essentials Examination

Current Firm

ADAMS WEALTH ADVISORS

ADAMS INVESTMENT MANAGEMENT | CACHETECH | AIM VENTURA CAPITAL | ADAMS WEALTH MANAGEMENT LLC | ADAMS WEALTH ADVISORS

CRD#: 286087 / SEC#: 801-110862

RIA

Registered Investment Advisory firm - (7/24/2017 Approved)

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Contact information

Main Address

701 S Main Suite #400, Logan, UT 84321

Mailing Address

Phone number

(435) 752-1702

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAMS WEALTH MANAGEMENT, LLC ADV PART 2A BROCHURE (5/20/2025)

Regulatory assets under management

Total Number of Accounts	717
AUM (Assets Under Management)	$ 709,063,569

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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Trey J. Farrer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trey J Farrer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADAMS WEALTH ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

ADAMS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2024

Series 7TO

Date: 9/24/2024

SIE

Date: 8/23/2024

Current Firm

ADAMS WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAMS WEALTH ADVISORS

TRUST BUT VERIFY

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