Adam E. Ackerman
Professional summary
Adam Eric Ackerman Mr., CFP®, who also goes by Adam Eric Ackerman Mr., Adam Ackerman, is a registered financial advisor currently at BNA WEALTH, INC. 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 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adam Eric Ackerman Mr.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
October 6, 2016 - Present
BNA WEALTH, INC.
August 15, 2024 - Present
WEALTH RABBIT
Office #1: 2685 Celanese Road, Ste 100, Rock Hill, SC 29732October 6, 2016 - December 31, 2025
BNA WEALTH, INC.
July 6, 2015 - September 30, 2016
EDWARD JONES
July 6, 2015 - September 30, 2016
EDWARD JONES
April 8, 2015 - July 2, 2015
BNA WEALTH, INC.
March 2, 2015 - July 2, 2015
BNA WEALTH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/28/2026)
(10/6/2016)
(4/27/2026)
(2/22/2019)
(4/29/2026)
Exams
Current Firm
WEALTH RABBIT
CRD#: 330633 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 220 |
| AUM (Assets Under Management) | $ 1,189,943 |
Red Flags
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