Adam J. Knapik

RESTON WEALTH MANAGEMENT

Reston, VA 20190-5039

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CRD#: 6530945

Professional summary

Adam James Knapik is a registered financial advisor currently at RESTON WEALTH MANAGEMENT located in Reston, Virginia.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Adam has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam James Knapik'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

July 13, 2021 - Present

RESTON WEALTH MANAGEMENT

Office #1: 1984 Isaac Newton Square West Suite 107, Reston, VA 20190-5039

RIA

CRD#: 148816

Reston, VA

Past

November 30, 2015 - August 3, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Annapolis, MD

Past

November 18, 2015 - August 3, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Annapolis, MD

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".

RESTON WEALTH MANAGEMENT

RESTON WEALTH MANAGEMENT | TUCKER, ROBERT EUGENE | RESTON WEALTH MANAGEMENT, LLC.

CRD#: 148816 / SEC#: 801-70555

RIA

Registered Investment Advisory firm - (9/10/2009 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

Virginia
(7/13/2021)

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: 11/30/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/2015

General Securities Representative Examination

Current Firm

RESTON WEALTH MANAGEMENT

RESTON WEALTH MANAGEMENT | TUCKER, ROBERT EUGENE | RESTON WEALTH MANAGEMENT, LLC.

CRD#: 148816 / SEC#: 801-70555

RIA

Registered Investment Advisory firm - (9/10/2009 Approved)

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Contact information

Main Address

1984 Isaac Newton Square West Suite 107, Reston, VA 20190-5039

Mailing Address

Phone number

(703) 481-2280

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWM FORM ADV PART 2 - DISCLOSURE BROCHURE MARCH 2024 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	473
AUM (Assets Under Management)	$ 477,096,308

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 J. Knapik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam James Knapik's CRS (Customer Relationship Summary).

Certified licenses

Experience

RESTON WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

RESTON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 11/18/2015

Current Firm

RESTON WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RESTON WEALTH MANAGEMENT

TRUST BUT VERIFY

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