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AB

Adam Bar

RTB WEALTH ADVISORS
MCKINNEY, TX 75070
Some features on this profile are disabled
CRD#: 5761806
AB

Professional summary

Adam Bar is a registered financial advisor currently at RTB WEALTH ADVISORS, LLC located in Mckinney, Texas.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Adam has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 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 Bar'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®
None

Experience

Current

November 13, 2025 - Present

RTB WEALTH ADVISORS, LLC

Office #1: 7300 State Hwy 121 Suite 300, Mckinney, TX 75070
RIA
CRD#: 338599
MCKINNEY, TX
Past

June 16, 2025 - August 25, 2025

KINGSWOOD WEALTH ADVISORS, LLC

RIA
CRD#: 288792
McKinney, TX
Past

April 12, 2021 - November 16, 2021

HARDY CAPITAL INVESTMENTS LLC

RIA
CRD#: 301991
LOS ANGELES, CA
Past

September 22, 2016 - February 19, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BEVERLY HILLS, CA
Past

August 22, 2011 - September 27, 2016

NYLIFE SECURITIES LLC

BD
CRD#: 5167
LOS ANGELES, CA

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
California
(1/15/2026)
IAR
Texas
(11/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/27/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/14/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/19/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RW
RTB WEALTH ADVISORS, LLC
RTB WEALTH ADVISORS, LLC

CRD#: 338599 / SEC#:

California
Registered Investment Advisory firm - (1/15/2026 Approved)
Texas
Registered Investment Advisory firm - (11/13/2025 Approved)
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Contact information

Main Address
7300 State Hwy 121 Suite 300, Mckinney, TX 75070
Mailing Address
Phone number
(469) 480-7924
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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.

Company Information

RTB WEALTH ADVISORS, LLC

CRD#: 338599Mckinney, TX 75070

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