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Adam Richard Stalnaker

ROCKPORT WEALTH, LLC·FAIRVIEW PARK, Ohio
ROCKPORT WEALTH, LLC
22730 FAIRVIEW CENTER DR, FAIRVIEW PARK, OH 44126CRD# 5675604Firm CRD# 297122

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Richard Stalnaker · FAIRVIEW PARK, OH
Registration
CRD #5675604 · ROCKPORT WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Adam Richard Stalnaker is a registered financial advisor based in FAIRVIEW PARK, Ohio, affiliated with ROCKPORT WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ROCKPORT WEALTH, LLC
ROCKPORT WEALTH ADVISORS
AUM
$514M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ROCKPORT WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5675604
Firm CRD# 297122
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Richard Stalnaker offer?
Adam Richard Stalnaker specializes in Financial Planning, Investment Management. Contact their office in FAIRVIEW PARK, Ohio for a consultation.
What are Adam Richard Stalnaker's credentials?
Adam Richard Stalnaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Richard Stalnaker located?
Adam Richard Stalnaker is based in FAIRVIEW PARK, Ohio, working with ROCKPORT WEALTH, LLC. Their office serves clients in the FAIRVIEW PARK metropolitan area and surrounding communities.
How does Adam Richard Stalnaker charge for services?
Adam Richard Stalnaker's firm is compensated through percentage of aum, hourly charges, 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 ROCKPORT WEALTH, LLC?
ROCKPORT WEALTH, LLC has approximately 15 employees and manages $514M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Joseph John Kovach
FAIRVIEW PARK, OH

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Nearby cities in Ohio
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Research
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