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Adam Travis Beaty

Adam T. Beaty

BULLOGIC WEALTH MANAGEMENT
Pearland, TX
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CRD#: 6336211
Adam Travis Beaty

Professional summary

Adam Travis Beaty, CFP® is a registered financial advisor currently at BULLOGIC WEALTH MANAGEMENT located in Pearland, Texas.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Adam has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Social Security Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Fixed Fee (Subscription, Retai...
Middle Income Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
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.
BULLOGIC LLC - Investment-related Address: 3571 Mustang Ridge Lane Pearland, Tx 77584 Nature of business: Financial planning/investment advisor Position: Founder/Managing Partner Start date: April, 2012 Hours per month: This is a full-time position.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Travis Beaty'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®

Certified Financial Planner

Start date: 2018

Experience

Current

September 28, 2018 - Present

BULLOGIC WEALTH MANAGEMENT

RIA
CRD#: 298318
Pearland, TX
Past

February 12, 2021 - March 15, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
Pearland, TX
Past

January 6, 2015 - December 31, 2018

BULLOGIC LLC

RIA
CRD#: 171122
KATY, TX

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
Louisiana
(12/5/2022)
IAR
Pennsylvania
(7/6/2021)
IAR
Texas
(9/28/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/27/2014
Uniform Investment Adviser Law Examination

Current Firm

BULLOGIC WEALTH MANAGEMENT
BULLOGIC WEALTH MANAGEMENT
BULLOGIC WEALTH MANAGEMENT | BULLOGIC WEALTH MANAGEMENT LLC

CRD#: 298318 / SEC#:

Louisiana
Registered Investment Advisory firm - (12/5/2022 Approved)
Pennsylvania
Registered Investment Advisory firm - (7/6/2021 Approved)
Texas
Registered Investment Advisory firm - (9/28/2018 Approved)
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Contact information

Main Address
Pearland, TX
Mailing Address
Phone number
(832) 543-8890
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts133
AUM (Assets Under Management)$ 14,174,002

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

BULLOGIC WEALTH MANAGEMENT

BULLOGIC WEALTH MANAGEMENT

CRD#: 298318Pearland, TX

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Contact information

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