Unclaimed Profile

Steven Craig Adams

CACHETECH·LOGAN, Utah

SIE, Series 6, Series 7, Series 31, Series 63, Series 65CFPClean record24 years registeredCACHETECH

701 S MAIN ST, LOGAN, UT 84321CRD# 2627265Firm CRD# 327688

Profile Verification

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

Identity

Steven Craig Adams · LOGAN, UT

Registration

CRD #2627265 · CACHETECH · 24 years registered

Brand Profile

Not yet started

Career History

ADAMS WEALTH ADVISORS

Sep 2017 – present

ALLEGIS INVESTMENT ADVISORS, LLC

Jun 2015 – Oct 2017

LOGAN, UT

STRATOS WEALTH PARTNERS, LTD

Jun 2012 – Jun 2015

LOGAN, UT

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jun 2012

LOGAN, UT

CITIGROUP GLOBAL MARKETS INC.

Nov 2001 – Jun 2009

LOGAN, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · November 26, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CACHETECH

CRD 327688 · SEC 801-128689

AUM

$132M

Regulatory assets under management

Employees

478 client accounts

Services offered by CACHETECH

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CACHETECH →

Introduction

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Frequently Asked Questions

What services does Steven Craig Adams offer?

Steven Craig Adams specializes in Retirement Planning, Wealth Management. Contact their office in LOGAN, Utah for a consultation.

What are Steven Craig Adams's credentials?

Steven Craig Adams holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Craig Adams located?

Steven Craig Adams is based in LOGAN, Utah, working with CACHETECH. Their office serves clients in the LOGAN metropolitan area and surrounding communities.

How does Steven Craig Adams charge for services?

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

How large is CACHETECH?

CACHETECH has approximately 8 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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