Adam W. Boor

RALEIGH, NC 27615

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CRD#: 6916424

Professional summary

Adam Wesley Boor, who also goes by Adam Boor, was a registered financial advisor .

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Adam had worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Boor

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)Name of Business: Pursuit Wealth Strategies LLC Address: 8311 Bandford Way Ste 105, Raleigh, NC, 27615-2763, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/19/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

October 27, 2025 - Present

Office #1: 8311 Bandford Way Suite 105, Raleigh, NC 27615

RALEIGH, NC

Past

May 18, 2021 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Raleigh, NC

Past

May 17, 2021 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

RALEIGH, NC

Past

August 6, 2019 - May 20, 2021

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

BALTIMORE, MD

Past

August 6, 2019 - May 20, 2021

RBC CAPITAL MARKETS, LLC

CRD#: 31194

BALTIMORE, MD

Past

August 31, 2018 - July 8, 2019

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

ALLISON PARK, PA

Past

April 2, 2018 - July 8, 2019

CITIZENS SECURITIES, INC.

CRD#: 39550

ALLISON PARK, PA

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

North Carolina
(10/27/2025)

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: 8/31/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/30/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/24/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/2/2018

Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

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 W. Boor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2018

Series 63

Date: 4/30/2018

Series 7TO

Date: 10/24/2019

SIE

Date: 10/1/2018

Series 6

Date: 4/2/2018

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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