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Adam Michael Gruber

Adam M. Gruber

AMG WEALTH MANAGEMENT LLC
Land O Lakes, FL
Some features on this profile are disabled
CRD#: 6651951
Adam Michael Gruber

Professional summary

Adam Michael Gruber, CFP® is a registered financial advisor currently at AMG WEALTH MANAGEMENT LLC located in Land O Lakes, Florida.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Adam has worked at 3 firms and has passed the Series 65 exam.

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 Michael Gruber'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: 2021

Experience

Current

July 17, 2020 - Present

AMG WEALTH MANAGEMENT LLC

RIA
CRD#: 307704
Land O Lakes, FL
Past

June 22, 2018 - May 12, 2021

CPS INVESTMENT ADVISORS

RIA
CRD#: 104914
LAKELAND, FL
Past

August 4, 2016 - March 26, 2018

SUNDANCE WEALTH MANAGEMENT GROUP L.L.C.

RIA
CRD#: 140740
WESLEY CHAPEL, FL

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
Florida
(7/17/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/2016
Uniform Investment Adviser Law Examination

Current Firm

AW
AMG WEALTH MANAGEMENT LLC
AMG WEALTH MANAGEMENT LLC

CRD#: 307704 / SEC#:

Florida
Registered Investment Advisory firm - (7/17/2020 Approved)
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Contact information

Main Address
Land O Lakes, FL
Mailing Address
Phone number
(813) 244-7661
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts128
AUM (Assets Under Management)$ 18,437,399

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

AMG WEALTH MANAGEMENT LLC

CRD#: 307704Land O Lakes, FL

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