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Adam Elegant

Partner at Baker Street Advisors

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
8
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Adam Elegant is Partner of Baker Street Advisors, LLC, a San Francisco investment adviser managing $20.8B. Adam Elegant has passed 8 licensing exams.

Role at Baker Street Advisors

Title on Schedule A
Partner
Control
Adam Elegant is a control person of Baker Street Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Adam Elegant has held the filed role since November 2019.

The firm

Baker Street Advisors, LLC
San Francisco, CA

Form ADV filed 30 July 2026

$20.8B AUM538 clients15 advisers1 offices

Career on record

Firms and exams, newest first
  1. Passed Series 65 · 2019
  2. Passed SIE · 2018
  3. Passed Series 9 and Series 10 · 2008
  4. Passed Series 24 · 2004
  5. Passed Series 63, Series 3 and Series 7 · 1999

Registrations and exams

No current adviser or broker registration. Adam Elegant has passed 8 qualifying exams.

Examinations

Series 658 October 2019
Name
Uniform Investment Adviser Law Examination
Series 639 September 1999
Name
Uniform Securities Agent State Law Examination
Series 106 June 2008
Name
General Securities Sales Supervisor - General Module Examination
Series 925 April 2008
Name
General Securities Sales Supervisor - Options Module Examination
Series 2424 August 2004
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 718 October 1999
Name
General Securities Representative Examination
Series 327 September 1999
Name
National Commodity Futures Examination

Individual record

Full name
Adam Trevor Elegant
CRD
3078079
Firm
Baker Street Advisors, LLC
Registration status
No current adviser or broker registration
Firm bio
bakerstreetadvisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Baker Street identifies Adam Elegant as a Partner and says he advises individuals, families, family offices, and institutions on investment, wealth management, and wealth-transfer strategies. It lists an M.B.A. in Finance from the University of Colorado and a B.A. in Political Science from Washington University in St. Louis. Official firm biography

Education

Common questions

Where does Adam Elegant work?

Adam Elegant has been Partner of Baker Street Advisors, LLC since November 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 July 2026

Does Adam Elegant have a current investment-adviser registration?

Adam Elegant has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Adam Elegant passed?

Adam Elegant has passed 8 licensing exams: the Series 63, Series 3, Series 7, Series 24, Series 9, Series 10, SIE and Series 65. The earliest, the Series 63, was passed in September 1999.

Source: IAPD individual record, checked 17 October 2026

Leadership at Baker Street Advisors

Sources

  1. IAPD individual record, CRD 3078079. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Baker Street Advisors, LLC, filed 30 July 2026. Title, control and ownership bands.
  3. Baker Street Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Adam Elegant or Baker Street Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.