Managing Member · Rockport Wealth Advisors
Adam R. Stalnaker
CRD 5675604 · Named on Form ADV at one SEC-registered adviser
At a glance
Rockport Wealth Advisors, an SEC-registered wealth manager based in Fairview Park, OH with $676 million in regulatory assets, lists Adam R. Stalnaker on its Form ADV as Managing Member, a control person.
Firms and roles
- Rockport Wealth AdvisorsManaging MemberWealth manager · Fairview Park, OH · $676M in regulatory assets
AtlasMembers
Adam’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joseph J. KovachMember, Rockport Wealth Advisors
- Thomas V. DavidSenior Wealth Advisor and Chief Compliance Officer, Rockport Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.