ADAM NATHANIEL WERNER is an investment adviser representative (IAR) with state registration records since 2010, appearing at 2 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-01-01 | present | Yes |
| DONNELLY WEALTH ADVISORS, INC. | 2010-07-30 | 2018-07-26 | — |