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Adam John Legg

Isto Advisors, LLC

Troy, MI

Troy, MI

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Current Employers
Isto Advisors, Llc

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-08-02
MI RA APPROVED 2022-08-02
  • IL RA
    APPROVED
    Since 2022-08-02
  • MI RA
    APPROVED
    Since 2022-08-02

Branch Locations

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boulder Pointe Golf Club Oxford MI 08/2012 11/2018
Northwestern Mutual Lapeer MI 05/2015 02/2019
Isto Advisors, Llc Troy MI 08/2022 Present
Stonebridge Financial Partners, Llc Bingham Farms MI 02/2019 07/2022
  • 08/2012 → 11/2018
    Boulder Pointe Golf Club
    Oxford, MI
  • 05/2015 → 02/2019
    Northwestern Mutual
    Lapeer, MI
  • 08/2022 → Present
    Isto Advisors, Llc
    Troy, MI
  • 02/2019 → 07/2022
    Stonebridge Financial Partners, Llc
    Bingham Farms, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-01-09
  • S63 Uniform Securities Agent State Law Examination
    2017-01-09
Designations
Other Names
  • Adam J Legg

View on SEC IAPD

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STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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