Adam Drinkwater has been an investment adviser representative at William Joseph Capital Management since November 2025, and is not listed among the firm’s executive officers or direct owners.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
Adam Drinkwater’s longest registration was 7 years at American Portfolios Advisors, Inc (2017–2024). Before joining William Joseph Capital Management in 2025, Adam Drinkwater was registered through Osaic Wealth, Inc. and American Portfolios Advisors, Inc.
- – present · under a yearRochester, NY · Adviser representative · Firm CRD 226535
- Osaic Wealth, Inc.– · 1 yearPittsford, NY · Adviser representative · Firm CRD 23131
- American Portfolios Advisors, Inc– · 7 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
Investment adviser representative registrations
Adam Drinkwater is registered as an investment adviser representative in New York, since November 2025.
- New YorkSince 18 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 June 2017 |
| Series 7 | General Securities Representative Examination | 26 October 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Thomas Drinkwater
- CRD
- 6489905
- Firm
- William Joseph Capital Management · CRD 226535
- Office
- 277 Alexander St, Suite 307, Rochester, NY 14607
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Drinkwater work?
Adam Drinkwater is an investment adviser representative registered through William Joseph Capital Management, Inc. since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Adam Drinkwater a financial advisor?
Yes. Adam Drinkwater has a current investment-adviser registration in New York, through William Joseph Capital Management since November 2025.
How many years of experience does Adam Drinkwater have?
Adam Drinkwater has 9 years in the financial industry, since October 2016, across 3 adviser firms.
What exams has Adam Drinkwater passed?
Adam Drinkwater has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2016. FINRA credited Adam Drinkwater with the SIE, which began in October 2018.
Where did Adam Drinkwater work before William Joseph Capital Management?
Before William Joseph Capital Management, Adam Drinkwater was registered through American Portfolios Advisors, Inc, July 2017 to October 2024.
Where is Adam Drinkwater based?
Adam Drinkwater’s registered office is in Rochester, NY.
Is Adam Drinkwater registered with FINRA?
No. Adam Drinkwater has no current broker registration.
How can I verify Adam Drinkwater’s record?
Search CRD 6489905 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Drinkwater’s full registration record.
