Wade Rowdon has been President and Financial Advisor of Storms & Rowdon Financial Services since March 2025, is a control person of the firm and directly owns between 50% and 75% of it.
Storms & Rowdon Financial Services, Inc. is an Ormond Beach, FL firm with $141M under management, 228 clients and 3 advisers in one office, as of its July 2026 filing.
Wade Rowdon’s longest registration was 8 years at Stonex Advisors Inc. (2016–2025). Before joining Storms & Rowdon Financial Services in 2025, Wade Rowdon was registered through Stonex Advisors Inc. and Sterne Agee Asset Management, Inc.
- – present · 1 yearOrmond Beach, FL · Adviser representative · Firm CRD 334690
- Stonex Advisors Inc.– · 8 yearsOrmond Beach, FL · Adviser representative · Firm CRD 174182
- Sterne Agee Asset Management, Inc.– · under a yearBirmingham, AL · Adviser representative · Firm CRD 130888
- Jackson Wealth Management, LLC– · 2 yearsLake Mary, FL · Adviser representative · Firm CRD 147642
- Moors & Cabot, Inc– · 1 yearWinter Park, FL · Adviser representative · Firm CRD 594
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsDeland, FL · Adviser representative · Firm CRD 7691
- Morgan Stanley– · 6 yearsDe Land, FL · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Wade Rowdon is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in March 2025.
- FloridaSince 26 March 2025
- TexasResidentSince 24 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 6 July 1999 |
| Series 66 | Uniform Combined State Law Examination | 1 July 1999 |
| Series 7 | General Securities Representative Examination | 27 May 1999 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Wade Lee Rowdon
- CRD
- 3215621
- Firm
- Storms & Rowdon Financial Services · CRD 334690
- Role
- President and Financial Advisor
- Office
- 1230 U.S. HIGHWAY 1, STE 5, Ormond Beach, FL 32174
- Registration
- Investment adviser registration
- In the industry since
- July 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Wade Rowdon work?
Wade Rowdon has been President and Financial Advisor of Storms & Rowdon Financial Services, Inc. since March 2025, and is a control person of the firm.
Is Wade Rowdon a financial advisor?
Yes. Wade Rowdon has a current investment-adviser registration in Florida and Texas, through Storms & Rowdon Financial Services since March 2025.
How many years of experience does Wade Rowdon have?
Wade Rowdon has 27 years in the financial industry, since July 1999, across 7 adviser firms.
What exams has Wade Rowdon passed?
Wade Rowdon has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 6TO. The earliest, the Series 7, was passed in May 1999. FINRA credited Wade Rowdon with the SIE, which began in October 2018.
Where did Wade Rowdon work before Storms & Rowdon Financial Services?
Before Storms & Rowdon Financial Services, Wade Rowdon was registered through Sterne Agee Asset Management, Inc., June 2016 to June 2016; Jackson Wealth Management, LLC, December 2012 to February 2015; Moors & Cabot, Inc, January 2011 to November 2012; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2005 to January 2011; Morgan Stanley, June 1999 to July 2005.
Where is Wade Rowdon based?
Wade Rowdon’s registered office is in Ormond Beach, FL.
Is Wade Rowdon registered with FINRA?
No. Wade Rowdon has no current broker registration.
How can I verify Wade Rowdon’s record?
Search CRD 3215621 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wade Rowdon’s full registration record.