Unclaimed Profile

Adam J Coons

OUTWING, LLC·SANTA BARBARA, California

SIE, Series 7, Series 6619 years registeredOUTWING, LLC

735 STATE ST., SANTA BARBARA, CA 93101CRD# 5265521Firm CRD# 322444

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam J Coons · SANTA BARBARA, CA

Registration

CRD #5265521 · OUTWING, LLC · 19 years registered

Brand Profile

Not yet started

Career History

OUTWING PRIVATE WEALTH MANAGEMENT

Sep 2022 – present

AXXCESS WEALTH MANAGEMENT, LLC

Jan 2022 – Jan 2024

Santa Barbara, CA

AXXCESS WEALTH MANAGEMENT, LLC

Apr 2020 – Dec 2021

Santa Barbara, CA

DANIEL INVESTMENT ASSOCIATES, LLC

Jul 2016 – Dec 2020

Santa Barbara, CA

UBS FINANCIAL SERVICES INC.

Jun 2012 – Jul 2016

SAN DIEGO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2009 – May 2012

SANTA BARBARA, CA

CITIGROUP GLOBAL MARKETS INC.

Feb 2007 – Mar 2009

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 5, 2007

Years registered · 19

Disclosure History

2016Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OUTWING, LLC

CRD 322444 · SEC 801-130386

AUM

$163M

Regulatory assets under management

Employees

77 client accounts

Services offered by OUTWING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OUTWING, LLC →

Introduction

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Frequently Asked Questions

What services does Adam J Coons offer?

Adam J Coons specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Adam J Coons's credentials?

Adam J Coons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam J Coons located?

Adam J Coons is based in SANTA BARBARA, California, working with OUTWING, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Adam J Coons charge for services?

Adam J Coons's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OUTWING, LLC?

OUTWING, LLC has approximately 3 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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