Adam A. Bronson

PROBITY ADVISORS

DALLAS, TX 75231

Some features on this profile are disabled

CRD#: 4228649

Professional summary

Adam Andrew Bronson, CFP® is a registered financial advisor currently at PROBITY ADVISORS, INC. located in Dallas, Texas.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Adam has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Adam Andrew Bronson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

March 18, 2005 - Present

PROBITY ADVISORS, INC.

Office #1: 10000 N. Central Expressway #1326, Dallas, TX 75231

RIA

CRD#: 121849

DALLAS, TX

Past

September 26, 2005 - March 13, 2009

TRADERIGHT SECURITIES, INC.

CRD#: 45598

DALLAS, TX

Past

August 24, 2004 - November 9, 2004

TOWER SQUARE SECURITIES, INC.

RIA

CRD#: 833

DALLAS, TX

Past

October 11, 2002 - September 30, 2005

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

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".

PROBITY ADVISORS, INC.

NESTING EASY | PROBITY ADVISORS, INC.

CRD#: 121849 / SEC#: 801-61430

RIA

Registered Investment Advisory firm - (10/3/2002 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/18/2005)

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 66

Date: 6/5/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/10/2002

General Securities Representative Examination

Current Firm

PROBITY ADVISORS, INC.

NESTING EASY | PROBITY ADVISORS, INC.

CRD#: 121849 / SEC#: 801-61430

RIA

Registered Investment Advisory firm - (10/3/2002 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10000 N. Central Expressway Suite 1326, Dallas, TX 75231

Mailing Address

Phone number

(214) 891-8131

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV-03.25.2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,111
AUM (Assets Under Management)	$ 731,792,868

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Adam A. Bronson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Andrew Bronson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROBITY ADVISORS, INC.

TRADERIGHT SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

Primary Firm SEC Registration

PROBITY ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2003

Series 7

Date: 10/10/2002

Current Firm

PROBITY ADVISORS, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROBITY ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors