ADAM Stewart WERTHEIMER is an investment adviser representative (IAR) with state registration records since 2011, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-11-18 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-05-03 | 2021-10-19 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2015-03-16 | 2016-03-11 | — |
| CHARLES SCHWAB & CO., INC. | 2013-08-01 | 2015-04-30 | — |
| MSI FINANCIAL SERVICES, INC. | 2012-09-07 | 2013-07-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-06-29 | 2012-08-03 | — |