Adam C. Anderson

MRA ADVISORY GROUP

Tampa Bay, FL 33607

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CRD#: 4961120

Professional summary

Adam Charles Anderson, CFP® is a registered financial advisor currently at MRA ADVISORY GROUP located in Tampa Bay, Florida.

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 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 Charles Anderson'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: 2008

Experience

Current

October 9, 2018 - Present

MRA ADVISORY GROUP

Office #1: 3030 N. Rocky Point Dr. West Suite 105, Tampa Bay, FL 33607

RIA

CRD#: 287933

Tampa Bay, FL

Past

May 30, 2017 - December 22, 2017

SGMA CAPITAL MARKETS LIMITED

CRD#: 135327

PARSIPPANY, NJ

Past

October 10, 2005 - May 30, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PARSIPPANY, NJ

Past

August 25, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 25, 2005 - May 30, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PARSIPPANY, NJ

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".

MRA ADVISORY GROUP

MORRIS RETIREMENT ADVISORS, LLC | MRA ADVISORY GROUP

CRD#: 287933 / SEC#: 801-110363

RIA

Registered Investment Advisory firm - (5/16/2017 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

New Jersey
(10/9/2018)

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: 10/7/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2005

General Securities Representative Examination

Current Firm

MRA ADVISORY GROUP

MORRIS RETIREMENT ADVISORS, LLC | MRA ADVISORY GROUP

CRD#: 287933 / SEC#: 801-110363

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

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Contact information

Main Address

6901 Professional Pky E Suite 200, Sarasota, FL 34240

Mailing Address

14 Walsh Drive Suite 302, Parsippany, NJ 07054

Phone number

(844) 672-7623

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MRA FIRM BROCHURE (1/12/2026)

MRA WRAP FEE BROCHURE (1/12/2026)

MRA FIRM BROCHURE - BRAZILIAN FINAL (1/12/2026)

Regulatory assets under management

Total Number of Accounts	401
AUM (Assets Under Management)	$ 293,619,805

Red Flags

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

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Adam C. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Charles Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SGMA CAPITAL MARKETS LIMITED

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MRA ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2005

SIE

Date: 12/22/2017

Series 7

Date: 8/24/2005

Current Firm

MRA ADVISORY GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MRA ADVISORY GROUP

TRUST BUT VERIFY

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