Barrett W. Ayers

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CRD#: 2416450

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barrett Walter Ayers II, who also goes by Barrett Walter II Ayers, Barrett Ayers Ii, Barry Ayers Ii, was a registered financial professional .

Barrett is a previously registered financial professional and started their career in finance in 1993. Barrett had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Barrett Walter Ii Ayers | Barrett Ayers Ii | Barry Ayers Ii

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 2, 2020 - January 7, 2026

ADHESION WEALTH ADVISOR SOLUTIONS

RIA

CRD#: 143593

CHARLOTTE, NC

Past

May 11, 2007 - December 20, 2019

ADHESION WEALTH ADVISOR SOLUTIONS

RIA

CRD#: 143593

CHARLOTTE, NC

Past

November 18, 2003 - October 12, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

October 22, 1998 - December 31, 1999

UNITED SECURITIES ALLIANCE, INC.

CRD#: 36487

GREENWOOD VILLAGE, CO

Past

July 7, 1995 - October 24, 1996

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

January 21, 1994 - October 18, 1994

INVESCO DISTRIBUTORS, INC.

CRD#: 289

HOUSTON, TX

Past

November 8, 1993 - December 2, 1993

DICKINSON & CO.

CRD#: 689

DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADHESION WEALTH ADVISOR SOLUTIONS

ADHESION WEALTH ADVISOR SOLUTIONS | ATRIA INVESTMENTS, INC. | ATRIA INVESTMENTS LLC | ATRIA INVESTMENT MANAGEMENT, LLC | ATRIA INVESTMENT MANAGEMENT

CRD#: 143593 / SEC#: 801-67829

RIA

Registered Investment Advisory firm - (4/24/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/15/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/4/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/5/1993

General Securities Representative Examination

Current Firm

ADHESION WEALTH ADVISOR SOLUTIONS

ADHESION WEALTH ADVISOR SOLUTIONS | ATRIA INVESTMENTS, INC. | ATRIA INVESTMENTS LLC | ATRIA INVESTMENT MANAGEMENT, LLC | ATRIA INVESTMENT MANAGEMENT

CRD#: 143593 / SEC#: 801-67829

RIA

Registered Investment Advisory firm - (4/24/2007 Approved)

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Contact information

Main Address

2825 South Blvd Suite 500, Charlotte, NC 28209

Mailing Address

Phone number

(888) 295-8351

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADHESION WEALTH ADVISOR SOLUTIONS: FORM ADV PART 2 BROCHURE 2024_12.2.24 (12/23/2025)

Regulatory assets under management

Total Number of Accounts	32,716
AUM (Assets Under Management)	$ 10,425,682,263

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Barrett W. Ayers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ADHESION WEALTH ADVISOR SOLUTIONS

WELLS FARGO CLEARING SERVICES, LLC

UNITED SECURITIES ALLIANCE, INC.

CHARLES SCHWAB & CO., INC.

INVESCO DISTRIBUTORS, INC.

DICKINSON & CO.

Primary Firm SEC Registration

ADHESION WEALTH ADVISOR SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2007

Series 63

Date: 6/4/2004

Series 7

Date: 11/5/1993

Current Firm

ADHESION WEALTH ADVISOR SOLUTIONS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADHESION WEALTH ADVISOR SOLUTIONS

TRUST BUT VERIFY

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