Adam S. Radin

FLEXIBLE PLAN INVESTMENTS LTD

Clearwater, FL

Some features on this profile are disabled

CRD#: 4670275

Professional summary

Adam Scott Radin, who also goes by Adam Radin, is a registered financial advisor currently at FLEXIBLE PLAN INVESTMENTS LTD located in Clearwater, Florida.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Adam has worked at 9 firms and has passed the Series 65, Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Radin

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 Scott Radin'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®

None

Experience

Current

May 15, 2026 - Present

FLEXIBLE PLAN INVESTMENTS LTD

RIA

CRD#: 110762

Clearwater, FL

Past

November 12, 2025 - April 22, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

ST PETERSBURG, FL

Past

October 31, 2025 - April 22, 2026

LPL FINANCIAL LLC

CRD#: 6413

ST PETERSBURG, FL

Past

July 27, 2023 - August 7, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

TRINITY, FL

Past

July 26, 2023 - August 7, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Orlando, FL

Past

August 20, 2021 - May 23, 2023

FISHER INVESTMENTS

RIA

CRD#: 107342

ODESSA, FL

Past

February 14, 2011 - August 6, 2021

PIMCO INVESTMENTS LLC

CRD#: 154957

NEW YORK, NY

Past

March 23, 2010 - February 14, 2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

CRD#: 25567

NEW YORK, NY

Past

November 5, 2008 - January 8, 2010

HRC FUND ASSOCIATES, LLC

CRD#: 142846

NEW YORK, NY

Past

April 2, 2007 - October 16, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BETHESDA, MD

Past

April 2, 2007 - October 16, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

BETHESDA, MD

Past

October 7, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BETHESDA, MD

Past

August 7, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

BETHESDA, MD

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".

FLEXIBLE PLAN INVESTMENTS LTD

CRD#: 110762 / SEC#: 801-21073

RIA

Registered Investment Advisory firm - (4/12/1984 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

Florida
(5/15/2026)

IAR

Michigan
(5/15/2026)

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: 8/11/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/14/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/3/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/6/2003

General Securities Representative Examination

Current Firm

FLEXIBLE PLAN INVESTMENTS LTD

CRD#: 110762 / SEC#: 801-21073

RIA

Registered Investment Advisory firm - (4/12/1984 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

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

Contact information

Main Address

3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432

Mailing Address

Phone number

(800) 347-3539

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (6/10/2025)

Regulatory assets under management

Total Number of Accounts	12,557
AUM (Assets Under Management)	$ 1,536,363,862

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

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Adam S. Radin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Scott Radin's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FISHER INVESTMENTS

PIMCO INVESTMENTS LLC

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

HRC FUND ASSOCIATES, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

FLEXIBLE PLAN INVESTMENTS LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2021

Series 66

Date: 8/14/2003

SIE

Date: 10/1/2018

Series 31

Date: 5/3/2004

Series 7

Date: 8/6/2003

Current Firm

FLEXIBLE PLAN INVESTMENTS LTD

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FLEXIBLE PLAN INVESTMENTS LTD

TRUST BUT VERIFY

Similar Advisors