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AB

Adam S. Betzelberger

RIDGE AND REPUBLIC FINANCIAL
DAYTON, OH
Some features on this profile are disabled
CRD#: 7062095
AB

Professional summary

Adam S Betzelberger, who also goes by Adam Betzelberger, Adam Scott, is a registered financial advisor currently at RIDGE AND REPUBLIC FINANCIAL located in Dayton, Ohio.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Adam has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Adam Betzelberger | Adam Scott

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 S Betzelberger'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

August 4, 2025 - Present

RIDGE AND REPUBLIC FINANCIAL

RIA
CRD#: 337907
DAYTON, OH

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
Ohio
(8/4/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/24/2025
Uniform Investment Adviser Law Examination

Current Firm

RA
RIDGE AND REPUBLIC FINANCIAL
RIDGE AND REPUBLIC FINANCIAL | RIDGE AND REPUBLIC HOLDINGS LLC

CRD#: 337907 / SEC#:

Ohio
Registered Investment Advisory firm - (8/4/2025 Approved)
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Contact information

Main Address
Dayton, OH
Mailing Address
Phone number
(513) 560-7129
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

RIDGE AND REPUBLIC FINANCIAL

CRD#: 337907Dayton, OH

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