Adam L. Hill

BEY-DOUGLAS INVESTMENT COUNSEL

MARIETTA, GA 30067

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CRD#: 4436698

Professional summary

Adam Lee Hill, CFP® is a registered financial advisor currently at BEY-DOUGLAS, LLC INVESTMENT COUNSEL located in Marietta, Georgia.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Adam has worked at 4 firms and has passed the Series 66, SIE, Series 3, Series 87, Series 7 and Series 24 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.

INSURANCE AGENT AND ASSOCIATE INVESTMENT PARTNERSHIP, AND COMMODITIES LICENSED.WORKS~40HRS A WEEK AS AN ASSISTANT TRADER AND ADMINISTRATOR FOR RUTLEDGE PARTNERSHIP LP (AN INVESTMENT FUND)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Lee Hill'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: 2010

Experience

Current

April 26, 2022 - Present

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

Office #1: 1640 Powers Ferry Rd. Bldg 22-200, Marietta, GA 30067

RIA

CRD#: 108856

MARIETTA, GA

Past

September 4, 2008 - April 30, 2024

AMERICAN WEALTH MANAGEMENT, INC.

CRD#: 25536

ALPHARETTA, GA

Past

May 9, 2006 - May 17, 2007

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

October 19, 2005 - May 17, 2007

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

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".

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

BEY DOUGLAS LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC

CRD#: 108856 / SEC#: 801-126175

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

Connecticut

Registered Investment Advisory firm - (7/28/2022 Terminated)

Georgia

Registered Investment Advisory firm - (7/26/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/25/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(4/26/2022)

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: 7/14/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/16/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 87

Date: 4/13/2007

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 10/18/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/24/2006

General Securities Principal Examination

Current Firm

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

BEY DOUGLAS LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC INVESTMENT COUNSEL | BEY-DOUGLAS, LLC

CRD#: 108856 / SEC#: 801-126175

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

Connecticut

Registered Investment Advisory firm - (7/28/2022 Terminated)

Georgia

Registered Investment Advisory firm - (7/26/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/25/2022 Terminated)

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Contact information

Main Address

1640 Powers Ferry Rd. Bldg 22-200, Marietta, GA 30067

Mailing Address

Phone number

(770) 858-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEY-DOUGLAS WRAP PROGRAM BROCHURE (3/28/2025)

BEY-DOUGLAS ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	374
AUM (Assets Under Management)	$ 154,800,000

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

Adam L. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Lee Hill's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN WEALTH MANAGEMENT, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST SECURITIES, INC.

Primary Firm SEC Registration

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

State Registrations and Notice Filings

Exams

Series 66

Date: 7/14/2008

SIE

Date: 10/1/2018

Series 3

Date: 12/16/2010

Series 87

Date: 4/13/2007

Series 7

Date: 10/18/2005

Series 24

Date: 1/24/2006

Current Firm

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

TRUST BUT VERIFY

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