Best Investors Account Sign in
Inactive

Adam Ross Bush

Vestwell Advisors LLC

New York, NY

Washington, DC

Claim This Profile
Current Employers
Vestwell Advisors Llc

360 Madison Avenue 15Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-06-18
NY RA APPROVED 2025-01-30
  • DC RA
    APPROVED
    Since 2025-06-18
  • NY RA
    APPROVED
    Since 2025-01-30

Branch Locations

360 Madison Avenue 15Th Floor, New York, NY 10017 • United States

Washington, DC • 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
Fidelity Brokerage Services Llc Raleigh NC 08/2012 10/2017
Unemployed Durham NC 10/2017 12/2017
Bb&T - Retirement And Institutional Services Raleigh NC 01/2018 07/2018
Bb&T Wealth Management Division Washington DC 07/2018 12/2020
Newport Group Securities, Inc. Lake Mary FL 02/2021 01/2023
Newport Group, Inc. Walnut Creek CA 02/2021 01/2023
Unemployed Washington DC 01/2021 02/2021
Ubiquity Retirement + Savings San Francisco CA 02/2023 09/2023
N/A Washington DC 09/2023 11/2023
Vestwell Advisors Llc New York NY 11/2023 Present
Vestwell Securities Llc New York NY 05/2026 Present
  • 08/2012 → 10/2017
    Fidelity Brokerage Services Llc
    Raleigh, NC
  • 10/2017 → 12/2017
    Unemployed
    Durham, NC
  • 01/2018 → 07/2018
    Bb&T - Retirement And Institutional Services
    Raleigh, NC
  • 07/2018 → 12/2020
    Bb&T Wealth Management Division
    Washington, DC
  • 02/2021 → 01/2023
    Newport Group Securities, Inc.
    Lake Mary, FL
  • 02/2021 → 01/2023
    Newport Group, Inc.
    Walnut Creek, CA
  • 01/2021 → 02/2021
    Unemployed
    Washington, DC
  • 02/2023 → 09/2023
    Ubiquity Retirement + Savings
    San Francisco, CA
  • 09/2023 → 11/2023
    N/A
    Washington, DC
  • 11/2023 → Present
    Vestwell Advisors Llc
    New York, NY
  • 05/2026 → Present
    Vestwell Securities Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-19
S66 Uniform Combined State Law Examination 2014-06-25
  • S63 Uniform Securities Agent State Law Examination
    2021-04-19
  • S66 Uniform Combined State Law Examination
    2014-06-25

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor