ADAM M WARD is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-11-11 | 2025-03-31 | — |
| CREDIT UNION INVESTMENT SERVICES, INC. | 2018-12-18 | 2021-07-21 | — |