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Adam Chavis

25 Years of Experience
Reisterstown, MD
Broker

Adam Chavis is a registered investment advisor, based in Reisterstown, MD, with 25 years of industry experience.

Location

11905 Whispering Oaks Ct, Reisterstown, MD, 21136

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam is a CPA and owner of Adam Chavis & Company, P.A., an accounting/bookkeeping firm, and Adam Chavis, Esquire, an attorney/legal practice. He also has interests in rental properties and serves as a trustee, but does not sell insurance products.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
February 2012 - September 2025 · 13 yrs 7 mos
Avantax Investment Services, INC.Broker
February 2007 - September 2025 · 18 yrs 7 mos
Legg Mason Wood Walker INC
October 2001 - February 2006 · 4 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
September 2001 - February 2006 · 4 yrs 5 mos
Lm Financial Partners, INC.Broker
March 2000 - September 2001 · 1 yr 6 mos
State Registrations8 states
CADCDEFLMDMITXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Adam Chavis - Financial Advisor | TrueAdvisor