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Adam Lee Burmeister

Seterios Wealth Advisors, LLC

Lexington, KY

CRD 7628526

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Employer firm

Seterios Wealth Advisors, LLC CRD 322824

$2.74M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Seterios Wealth Advisors, Llc

Lexington, KY • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-02-23
FL RA APPROVED 2023-01-26
  • KY RA
    APPROVED
    Since 2024-02-23
  • FL RA
    APPROVED
    Since 2023-01-26

Branch Locations

Lexington, KY • 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
Seterios Wealth Advisors Llc Lexington KY 11/2021 Present
Vengroff-Williams, Inc. Sarasota FL 01/2018 11/2021
Benefit Solutions, Llc Sarasota FL 03/2017 01/2018
Unemployed Webster Groves MO 01/2012 02/2017
  • 11/2021 → Present
    Seterios Wealth Advisors Llc
    Lexington, KY
  • 01/2018 → 11/2021
    Vengroff-Williams, Inc.
    Sarasota, FL
  • 03/2017 → 01/2018
    Benefit Solutions, Llc
    Sarasota, FL
  • 01/2012 → 02/2017
    Unemployed
    Webster Groves, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-01
  • S65 Uniform Investment Adviser Law Examination
    2021-11-01
Other Names
  • Adam L Burmeister

View on SEC IAPD

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