Unclaimed Profile

Craig Maxwell Adams

CONFIDENTIAL MANAGEMENT ADVISORS, INC.·TROY, Michigan

SIE, Series 1, Series 5, Series 7, Series 8, Series 9, Series 10, Series 14, Series 15, Series 24, Series 63, Series 65, Series 99TOClean record17 years registeredCONFIDENTIAL MANAGEMENT ADVISORS, INC.

1700 WEST BIG BEAVER, TROY, MI 48084CRD# 969Firm CRD# 125936

Profile Verification

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

Identity

Craig Maxwell Adams · TROY, MI

Registration

CRD #969 · CONFIDENTIAL MANAGEMENT ADVISORS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

Sep 2010 – present

FICAST CORPORATION

Oct 2011 – Nov 2024

TROY, MI

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

Sep 2008 – Nov 2009

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 5

Series 7

Series 8

Series 9

Series 10

Series 14

Series 15

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · September 15, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

CRD 125936 · SEC 801-70741

AUM

$149M

Regulatory assets under management

Employees

159 client accounts

Services offered by CONFIDENTIAL MANAGEMENT ADVISORS, INC.

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 CONFIDENTIAL MANAGEMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Craig Maxwell Adams offer?

Craig Maxwell Adams specializes in Financial Planning, Investment Management. Contact their office in TROY, Michigan for a consultation.

What are Craig Maxwell Adams's credentials?

Craig Maxwell Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Maxwell Adams located?

Craig Maxwell Adams is based in TROY, Michigan, working with CONFIDENTIAL MANAGEMENT ADVISORS, INC.. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Craig Maxwell Adams charge for services?

Craig Maxwell Adams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONFIDENTIAL MANAGEMENT ADVISORS, INC.?

CONFIDENTIAL MANAGEMENT ADVISORS, INC. has approximately 2 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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