AA
Adam C. Anderson
MRA ADVISORY GROUP
Tampa Bay, FL 33607
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CRD#: 4961120
AA
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.
Owner; MRA Property Management, LLC; Investment Related: Yes; Location: 34685; Description of the business: Property Manager for Real Estate Partnership, MRACP Preserve IRB, LLC; Responsibilities Duties: Management of property operations and staff; Start date with business: 2022-02-01; Spends about 2 hours per week of his time. Co-owner of MRA Capital Partners, a private equity hedge fund. He spends approximately 20 hours a week on this business. Owner of MRA Capital Management, LLC the management company for MRA Capital Partners which he spends approximately 20 hours per week of his time. Co-owner of Next Gen. Properties, LLC, real Estate Holding Company. He spends approximately one (1) hour per quarter on this business. Owner of 31 Conestoga Trail, LLC, real estate holding company, which he spends approximately one (1) hour per year of his time. Owner of Jersey Home Rentals, LLC, a real estate management company, which he spends approximately two (1) hours per quarter of his time. Owner of Tarpon Trident Capital, a private equity real estate management company in Florida, which he spends about 5 hours per week of his time. Owner of Anderson Enterprise, LLC, a construction management and licensed home improvement contractor with the state of New Jersey, which he spends about two (1) hours per quarter of his time. State Representative, Florida House of Representatives; Investment related: No; 400 S Monroe Street Tallahassee FL 32399 USA; Elected Official Servicing in the Florida House of Representatives district 57; Duties: Representative of district 57 in the Florida House; 2022-11-22; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10;
CRS (Client Relationship Summary) - RIA
Click below to view Adam Charles Anderson's 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®
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 33607RIA
CRD#: 287933
Tampa Bay, FL
Past
May 30, 2017 - December 22, 2017
SGMA CAPITAL MARKETS LIMITED
BD
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
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 25, 2005 - May 30, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
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".
MA
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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MA
MRA ADVISORY GROUP
MORRIS RETIREMENT ADVISORS, LLC | MRA ADVISORY GROUP
CRD#: 287933 / SEC#: 801-110363
RIA
Registered Investment Advisory firm - (5/16/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14 Walsh Drive Suite 302, Parsippany, NJ 07054
Mailing Address
Phone number
(844) 672-7623
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 401 |
| AUM (Assets Under Management) | $ 293,619,805 |
Red Flags
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Company Information
MRA ADVISORY GROUP
CRD#: 287933Tampa Bay, FL 33607TRUST BUT VERIFY
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