Adam Cress has been an investment adviser representative at Capstone Capital since April 2024, and is not listed among the firm’s executive officers or direct owners. Adam Cress holds a Bachelor's degree in finance from the University of Nevada, Reno.
Capstone Capital LLC is a Henderson, NV firm with $408M under management, 200 clients and 3 advisers in one office, as of its July 2026 filing.
Adam Cress is Wealth Advisor of Capstone Capital Wealth Advisors. He served eight years in the U.S. Navy, including work within the Military Intelligence community, and then spent several years in banking and insurance. In 2019 he began his career as a financial advisor.
Adam Cress’ longest registration was 4 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2019–2024). Before joining Capstone Capital in 2024, Adam Cress was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 2 yearsHenderson, NV · Adviser representative · Firm CRD 123764
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsLas Vegas, NV · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Adam Cress is registered as an investment adviser representative in Nevada, since April 2024.
- NevadaSince 11 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 August 2019 |
| Series 7TO | General Securities Representative Examination | 31 July 2019 |
| SIE | Securities Industry Essentials Examination | 2 July 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Adam McNitt Cress
- CRD
- 7123186
- Firm
- Capstone Capital · CRD 123764
- Office
- 2600 PASEO VERDE PARKWAY, STE. 150, Henderson, NV 89074-7167
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capstonecap.com
Where does Adam Cress work?
Adam Cress is an investment adviser representative registered through Capstone Capital LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Adam Cress a financial advisor?
Yes. Adam Cress has a current investment-adviser registration in Nevada, through Capstone Capital since April 2024.
How many years of experience does Adam Cress have?
Adam Cress has 7 years in the financial industry, since August 2019, across 2 adviser firms.
What exams has Adam Cress passed?
Adam Cress has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2019.
Where did Adam Cress work before Capstone Capital?
Before Capstone Capital, Adam Cress was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2019 to April 2024.
Where is Adam Cress based?
Adam Cress’ registered office is in Henderson, NV.
Is Adam Cress registered with FINRA?
No. Adam Cress has no current broker registration.
How can I verify Adam Cress’ record?
Search CRD 7123186 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Cress’ full registration record.
