# ADAM Stewart WERTHEIMER

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-11-18 | 2025-03-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2016-05-03 | 2021-10-19 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2015-03-16 | 2016-03-11 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2013-08-01 | 2015-04-30 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2012-09-07 | 2013-07-15 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2011-06-29 | 2012-08-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5296057)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5296057.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.