Adam Anthony Vega

Employer firm

Avance Private Wealth LLC CRD 336103

$58.7M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 12/2013 → 02/2021
  Goldman Sachs
  Ft Lauderdale, FL
• 01/2014 → 11/2017
  Girard Securities Inc
  San Diego, CA
• 10/2017 → 06/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 05/2021 → 11/2025
  Gladstone Wealth Partners
  Candler, NC
• 05/2025 → Present
  Avance Private Wealth Llc
  Fort Lauderdale, FL
• 07/2020 → 03/2021
  Mercer Allied Company, L.P.
  Ft Lauderdale, FL

Previous Registrations

• 2021-05-20 → 2025-10-31
  Gladstone Wealth Partners
  Pembroke Pines, FL
  Delray Beach, FL
  Palm Beach Gardens, FL
  Candler, NC
  Asheville, NC
• 2014-02-17 → 2021-03-05
  United Capital Financial Advisors
  Boca Raton, FL
  Fort Lauderdale, FL
• 2012-01-24 → 2013-12-05
  Signator Investors, Inc.
  Coconut Grove, FL

Other Businesses

1) INSURANCE SALES; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-03
• S65 Uniform Investment Adviser Law Examination
  2012-01-16

Designations

• Certified Financial Planner