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Adam Richard Stalnaker

ROCKPORT WEALTH, LLC·FAIRVIEW PARK, Ohio
SIE, Series 7, Series 63, Series 65Clean record17 years registeredROCKPORT 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 · 17 years registered
Brand Profile
Not yet started
01

Career History

ROCKPORT WEALTH ADVISORS
Jul 2018 – present
CETERA ADVISORS LLC
Dec 2013 – Jan 2021
FAIRVIEW PARK, OH
NEW ENGLAND SECURITIES CORPORATION
Oct 2009 – Dec 2013
WESTLAKE, OH
AXA ADVISORS, LLC
Jul 2009 – Sep 2009
CLEVELAND, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · July 13, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROCKPORT WEALTH, LLC
CRD 297122 · SEC 801-126796
AUM
$514M
Regulatory assets under management
Employees
15
2,597 client accounts
Services offered by ROCKPORT WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ROCKPORT WEALTH, LLC →
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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
CFP

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