Adam P. Bileckyj

BRIGHTWAY WEALTH PLANNING

Poway, CA

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CRD#: 6650371

Professional summary

Adam Peter Bileckyj is a registered financial advisor currently at BRIGHTWAY WEALTH PLANNING located in Poway, California.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Adam has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

(1) 2016-Present: Rental Property/Not Investment Related/Poway, CA/Owner/Own rental property and receive passive rental income/Involves less than one percent time each month, after traditional business hours.//(2) 2019-Present: Independent Insurance Agent/Insurance Related/Poway, CA/Insurance Agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves up to 25% time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Peter Bileckyj'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®

None

Experience

Current

February 21, 2020 - Present

BRIGHTWAY WEALTH PLANNING

RIA

CRD#: 307536

Poway, CA

Past

September 24, 2018 - October 23, 2019

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

SAN DIEGO, CA

Past

August 18, 2016 - October 23, 2019

PRINCIPAL SECURITIES, INC.

CRD#: 1137

SAN DIEGO, CA

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

California
(2/21/2020)

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 65

Date: 9/22/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/7/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/18/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BRIGHTWAY WEALTH PLANNING

BILECKYJ, ADAM PETER | BRIGHTWAY WEALTH PLANNING

CRD#: 307536 / SEC#:

California

Registered Investment Advisory firm - (2/21/2020 Approved)

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Contact information

Main Address

Poway, CA

Mailing Address

Phone number

(858) 722-5723

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 1,811,964

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 P. Bileckyj

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Peter Bileckyj's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTWAY WEALTH PLANNING

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/2018

Series 63

Date: 9/7/2016

SIE

Date: 10/1/2018

Series 6

Date: 8/18/2016

Current Firm

BRIGHTWAY WEALTH PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHTWAY WEALTH PLANNING

TRUST BUT VERIFY

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