Steven Adams has been an investment adviser representative at Adams Wealth Management since September 2017, and is not listed among the firm’s executive officers or direct owners.
Adams Wealth Management LLC is a Logan, UT firm with $566M under management, 703 clients and 11 advisers across 2 offices, as of its August 2026 filing.
Steven Adams’ longest registration is the current one, 9 years at Adams Wealth Management since 2017. Before joining Adams Wealth Management in 2017, Steven Adams was registered through Allegis Investment Advisors, LLC and Stratos Wealth Partners, LTD.
- Adams Wealth AdvisorsCurrent– present · 9 yearsLogan, UT · Adviser representative · Firm CRD 286087
- Allegis Investment Advisors, LLC– · 2 yearsLogan, UT · Adviser representative · Firm CRD 157314
- Stratos Wealth Partners, LTD– · 3 yearsLogan, UT · Adviser representative · Firm CRD 153184
- Morgan Stanley Smith Barney LLC– · 3 yearsLogan, UT · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 7 yearsLogan, UT · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Steven Adams is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2017; the most recent is Texas, in February 2018.
- TexasResidentSince 7 February 2018
- UtahSince 12 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 11 February 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 1997 |
| Series 7 | General Securities Representative Examination | 29 July 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 July 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 June 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Steven Craig Adams
- CRD
- 2627265
- Firm
- Adams Wealth Management · CRD 286087
- Office
- 701 S MAIN, SUITE #400, Logan, UT 84321
- Registration
- Investment adviser registration
- In the industry since
- June 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Adams work?
Steven Adams is an investment adviser representative registered through Adams Wealth Management LLC since September 2017, and is not listed among the firm’s executive officers or direct owners.
Is Steven Adams a financial advisor?
Yes. Steven Adams has a current investment-adviser registration in Texas and Utah, through Adams Wealth Management since September 2017.
How many years of experience does Steven Adams have?
Steven Adams has 31 years in the financial industry, since June 1995, across 5 adviser firms.
What exams has Steven Adams passed?
Steven Adams has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 31. The earliest, the Series 6, was passed in June 1995. FINRA credited Steven Adams with the SIE, which began in October 2018.
Where did Steven Adams work before Adams Wealth Management?
Before Adams Wealth Management, Steven Adams was registered through Stratos Wealth Partners, LTD, June 2012 to June 2015; Morgan Stanley Smith Barney LLC, June 2009 to June 2012; Citigroup Global Markets Inc., November 2001 to June 2009.
Where is Steven Adams based?
Steven Adams’ registered office is in Logan, UT.
Is Steven Adams registered with FINRA?
No. Steven Adams has no current broker registration.
How can I verify Steven Adams’ record?
Search CRD 2627265 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Adams’ full registration record.
