Adam M. Newman

THE BURNEY COMPANY

Indian Land, SC

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CRD#: 5785551

Professional summary

Adam Michael Newman, CFP® is a registered financial advisor currently at THE BURNEY COMPANY located in Indian Land, South Carolina.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Adam has worked at 7 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Estate Planning

Investment Planning

Do you have an area of expertise or specialization?

Alternative or Private Investm...

Baby Boomers

Charitable Giving

Entrepreneurs

Fixed Fee (Subscription, Retai...

High Net Worth Client Needs

What is your minimum asset requirement?

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.

Rental property, 1109 South Douglas Ave., Unit B, Nashville, TN, 37204, not investment related, rental began 12/2022, spend 1 hour per month on the rental during non-securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Michael Newman'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: 2012

Experience

Current

January 23, 2023 - Present

THE BURNEY COMPANY

RIA

CRD#: 106945

Indian Land, SC

Past

December 11, 2022 - January 18, 2023

BRAGG FINANCIAL ADVISORS INC

RIA

CRD#: 108780

CHARLOTTE, NC

Past

April 10, 2017 - December 1, 2022

THE BURNEY COMPANY

RIA

CRD#: 106945

RESTON, VA

Past

August 31, 2012 - April 3, 2017

SFG INVESTMENT ADVISORS, INC.

RIA

CRD#: 111241

DOYLESTOWN, PA

Past

April 20, 2011 - September 4, 2012

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

January 10, 2011 - April 26, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

NEWTOWN, PA

Past

October 18, 2010 - April 26, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

NEWTOWN, PA

Past

April 29, 2010 - August 30, 2010

ROCKWOOD WEALTH MANAGEMENT, LLC

RIA

CRD#: 137481

NEW HOPE, PA

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".

THE BURNEY COMPANY

BURNEY CO | THE BURNEY COMPANY | BURNEY COMPANY

CRD#: 106945 / SEC#: 801-10232

RIA

Registered Investment Advisory firm - (9/18/1974 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

South Carolina
(1/23/2023)

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

Series 63

Date: 11/13/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/20/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/15/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/12/2011

General Securities Principal Examination

Current Firm

THE BURNEY COMPANY

BURNEY CO | THE BURNEY COMPANY | BURNEY COMPANY

CRD#: 106945 / SEC#: 801-10232

RIA

Registered Investment Advisory firm - (9/18/1974 Approved)

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Contact information

Main Address

1800 Alexander Bell Drive Suite 510, Reston, VA 20191

Mailing Address

Phone number

(866) 928-7639

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BURNEY COMPANY WEALTH MANAGEMENT ADV PART 2A (3/31/2025)

BURNEY COMPANY ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	4,389
AUM (Assets Under Management)	$ 3,136,984,434

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Adam M. Newman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Michael Newman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRAGG FINANCIAL ADVISORS INC

THE BURNEY COMPANY

SFG INVESTMENT ADVISORS, INC.

VANGUARD MARKETING CORPORATION

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

ROCKWOOD WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

THE BURNEY COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 11/13/2010

Series 65

Date: 4/20/2010

Series 7

Date: 10/15/2010

Series 24

Date: 2/12/2011

Current Firm

THE BURNEY COMPANY

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BURNEY COMPANY

TRUST BUT VERIFY

Contact information

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