William B. Adams

CENTER HILL WEALTH

Nashville, TN

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CRD#: 5584373

Professional summary

William B Adams, who also goes by William Adams, is a registered financial advisor currently at CENTER HILL WEALTH, LLC located in Nashville, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Adams

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.

*398100- G&L Acquisition, LLC; Investment related: No; Gainesboro, Tennessee; Real Estate; Secretary (proprietor, partner, officer, director, employee, trustee, agent); 04/2020; During business hours: 0; After business hours: 0; Administrative

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William B Adams'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

January 12, 2023 - Present

CENTER HILL WEALTH, LLC

RIA

CRD#: 323647

Nashville, TN

Past

November 19, 2012 - January 19, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Nashville, TN

Past

November 16, 2012 - January 19, 2023

MORGAN STANLEY

CRD#: 149777

Nashville, TN

Past

October 12, 2009 - August 27, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

KNOXVILLE, TN

Past

June 18, 2009 - August 27, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

KNOXVILLE, TN

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

Tennessee
(1/12/2023)

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: 10/9/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/17/2009

General Securities Representative Examination

Current Firm

CENTER HILL WEALTH, LLC

CRD#: 323647 / SEC#: 801-127168

RIA

Registered Investment Advisory firm - (7/26/2023 Terminated)

Mississippi

Registered Investment Advisory firm - (3/28/2023 Approved)

Tennessee

Registered Investment Advisory firm - (7/25/2023 Approved)

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).

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Contact information

Main Address

Nashville, TN

Mailing Address

P.o. Box 50798, Nashville, TN 37205

Phone number

(931) 510-2994

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 19,655,919

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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William B. Adams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William B Adams's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTER HILL WEALTH, LLC

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/9/2009

SIE

Date: 10/1/2018

Series 7

Date: 6/17/2009

Current Firm

CENTER HILL WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CENTER HILL WEALTH, LLC

TRUST BUT VERIFY

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