Adam Scott Graves

Employer firm

Portside Wealth Group, LLC CRD 325175

$1.43B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 06/2018
  Allegis Investment Advisors, Llc
  Idaho Falls, ID
• 01/2013 → Present
  Ag Financial Planning
  Centennial, CO
• 06/2018 → 06/2023
  Townsquare Capital, Llc
  Provo, UT
• 03/2017 → 06/2018
  Allegis Investment Services, Llc
  Idaho Falls, ID
• 05/2021 → Present
  Alignment Financial Advisors
  Centennial, CO
• 04/2023 → Present
  Portside Wealth Group
  Provo, UT

Previous Registrations

• 2018-06-05 → 2023-06-13
  Townsquare Capital, Llc
  Aurora, CO
  Lehi, UT
• 2014-12-04 → 2018-06-28
  Allegis Investment Advisors, Llc
  Aurora, CO
  Centennial, CO

Other Businesses

(1) COLORADO STATE HOUSE DISTRICT 37,CHAIR OF CENTRAL COMMITTEE; HOLD OCCASIONAL MEETINGS TO PROMOTE CANDIDATE; ORGANIZE AND DIRECT COMMITTEE. 6 HRS PER MONTH, NON INVESTMENT RELATED. 0 INCOME. (2)Alignment Financial, Scott Graves, life and health insurance; 60hrs a month non investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-07-20
• S65 Uniform Investment Adviser Law Examination
  2014-12-03

Other Names

• Scott Graves