linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Adam Mcnitt Cress

Capstone Capital Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Adam? Claim Your Profile

About Adam Mcnitt Cress

Adam Mcnitt Cress is an Investment Advisor Representative at Capstone Capital Wealth Advisors. Adam has been in the securities industry since July 2019, previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam is licensed in Nevada. Adam Mcnitt Cress specializes in portfolio management for individuals and financial planning.

Firm Information

Adam Cress is currently registered with Capstone Capital Wealth Advisors. Capstone Capital Wealth Advisors is a Registered Investment Advisor (RIA) located in Henderson, NV. With a focus on financial planning and portfolio management for individuals and high-net-worth individuals, the firm manages approximately $321.3 million in assets. The firm's client base includes individuals, high-net-worth individuals, charitable organizations, and banking or thrift institutions.
Capstone Capital Wealth Advisors

2600 PASEO VERDE PARKWAY

HENDERSON, NV 89074-7167

$321.30M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Adam Cress’s Registration & Firm History

NV

04/11/2024 - Present

Capstone Capital Wealth Advisors (HENDERSON NV)

NV

07/31/2019 - 04/03/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)

Not sure if Adam Mcnitt Cress is right for you?

Licenses & Designations

BOTH

Issued 08/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Mcnitt Cress.
Not sure if Adam Mcnitt Cress is right for you?