Adam Eric Ackerman Mr.
CFP®Professional Summary
Adam Eric Ackerman Mr., CFP®, who also goes by Adam Eric Ackerman, Adam Ackerman, is a registered financial advisor currently at BNA WEALTH, INC. located in Rock Hill, South Carolina and WEALTH RABBIT located in Rock Hill, South Carolina. 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 63, Series 65, SIE, Series 7, Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Adam Eric Ackerman, Adam Ackerman
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BNA WEALTH | THE LAWRENCE D. VITEZ CORPORATION | CONSOLIDATED SECURITIES | CONSOLIDATED INVESTMENT ADVISORS | BNA WEALTH, INC.
Contact Information
Main Address
596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730Mailing Address
596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730Phone Number
(803) 324-7100Established
North Carolina since 01/01/1995Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
8SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ACKERMAN, ADAM ERIC MR. | PRESIDENT/CHIEF COMPLIANCE OFFICER | 6447420 |
Regulatory Assets Under Management
Total Number of Accounts
542AUM (Assets Under Management)
$619,754,403Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BNA WEALTH | THE LAWRENCE D. VITEZ CORPORATION | CONSOLIDATED SECURITIES | CONSOLIDATED INVESTMENT ADVISORS | BNA WEALTH, INC.
State Registrations and Notice Filings
(9/3/2026)
(10/12/2026)
(10/13/2026)
(4/28/2026)
(8/27/2026)
(9/21/2026)
(10/1/2026)
(7/29/2026)
(6/29/2026)
(6/5/2026)
(10/6/2016)
(6/29/2026)
(4/27/2026)
(9/3/2026)
(2/22/2019)
(10/1/2026)
(4/29/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Adam Eric Ackerman Mr.'s CRS (Customer Relationship Summary).
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