Andrew Endel Adams

Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2014 → 02/2018
  Birmingham-Southern College
  Birmingham, AL
• 07/2018 → 01/2022
  Sa Stone Wealth Management Inc.
  Birmingham, AL
• 06/2021 → 01/2022
  Sa Stone Investment Advisors Inc.
  Birmingham, AL
• 02/2018 → 07/2018
  Unemployed
  Birmingham, AL
• 02/2022 → Present
  Massmutual Life Insurance Co
  Birmingham, AL
• 02/2022 → Present
  Mml Investors Services, Llc
  Birmingham, AL
• 09/2022 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2022-02-14 → 2022-09-02
  Mml Investors Services, Llc
  Birmingham, AL
• 2021-06-24 → 2022-02-01
  Stonex Advisors Inc.
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2021-06-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant