Adam R. Hull

BROOKLINE WEALTH

Austin, TX 78746

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CRD#: 5827223

Professional summary

Adam Russell Hull, who also goes by Adam Hull, is a registered financial advisor currently at BROOKLINE WEALTH, LLC located in Austin, 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 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Hull

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 Russell Hull'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

October 3, 2022 - Present

BROOKLINE WEALTH, LLC

Office #1: 1000 Westbank Dr. Building 3, Austin, TX 78746

RIA

CRD#: 322787

Austin, TX

Past

April 5, 2019 - October 4, 2022

REDBUD ADVISORS

RIA

CRD#: 300477

AUSTIN, TX

Past

February 9, 2017 - April 2, 2019

ADVICEPERIOD, LLC

RIA

CRD#: 169828

AUSTIN, TX

Past

November 8, 2011 - February 23, 2017

RPG FAMILY WEALTH ADVISORY, LLC

RIA

CRD#: 158528

BURLINGTON, MA

Past

September 15, 2011 - January 15, 2013

CENTAURUS FINANCIAL, INC.

CRD#: 30833

AUSTIN, TX

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".

BROOKLINE WEALTH, LLC

BROOKLINE WEALTH, LLC | MOONTOWER ADVISORS, LLC

CRD#: 322787 / SEC#: 801-130965

RIA

Registered Investment Advisory firm - (8/22/2024 Approved)

Texas

Registered Investment Advisory firm - (10/7/2024 Terminated)

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).

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

Texas
(10/3/2022)

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: 11/7/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/14/2011

General Securities Representative Examination

Current Firm

BROOKLINE WEALTH, LLC

BROOKLINE WEALTH, LLC | MOONTOWER ADVISORS, LLC

CRD#: 322787 / SEC#: 801-130965

RIA

Registered Investment Advisory firm - (8/22/2024 Approved)

Texas

Registered Investment Advisory firm - (10/7/2024 Terminated)

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Contact information

Main Address

1000 Westbank Dr. Building 3, Austin, TX 78746

Mailing Address

Phone number

(512) 222-9169

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BROOKLINE WEALTH, LLC (3/18/2025)

Regulatory assets under management

Total Number of Accounts	150
AUM (Assets Under Management)	$ 113,074,270

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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Adam R. Hull

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Russell Hull's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKLINE WEALTH, LLC

REDBUD ADVISORS

ADVICEPERIOD, LLC

RPG FAMILY WEALTH ADVISORY, LLC

CENTAURUS FINANCIAL, INC.

Primary Firm SEC Registration

BROOKLINE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2011

Series 7

Date: 9/14/2011

Current Firm

BROOKLINE WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROOKLINE WEALTH, LLC

TRUST BUT VERIFY

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