ADAM DAVID SCHWALLIER is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with FEE-ONLY FIDUCIARY ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MOSAIC PLANNERS AND ADVISORS | 2021-04-02 | 2022-12-31 | — |
| STEELE CAPITAL MANAGEMENT, INC. | 2016-12-05 | 2017-08-15 | — |
| FEE-ONLY FIDUCIARY ADVISORS LLC | 2010-04-26 | present | Yes |
| MORGAN STANLEY DW INC. | 2002-12-10 | 2005-08-29 | — |