Adam D. Black

BARE WEALTH ADVISORS

Gap, PA 17527

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CRD#: 7276411

Professional summary

Adam David Black is a registered financial advisor currently at BARE WEALTH ADVISORS located in Gap, Pennsylvania.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Adam has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

BARE WEALTH ADVISORS POSITION: Investment Advisor Representative NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/17/2023 ADDRESS: 835 Houston Run Drive, Suite 260, Gap PA 17527 DESCRIPTION: Provide comprehensive financial planning and investment advisory advice. Review advisory accounts and provide investment recommendations on advisory accounts.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam David Black'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

October 16, 2023 - Present

BARE WEALTH ADVISORS

Office #1: 835 Houston Run Drive Suite 260, Gap, PA 17527

RIA

CRD#: 328043

Gap, PA

Past

May 31, 2023 - May 31, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

GAP, PA

Past

June 24, 2021 - May 31, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

GAP, PA

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".

BARE WEALTH ADVISORS

BARE FINANCIAL SERVICES INC. | BARE WEALTH ADVISORS

CRD#: 328043 / SEC#: 801-128789

RIA

Registered Investment Advisory firm - (9/28/2023 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

Pennsylvania
(10/16/2023)

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: 5/25/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/24/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/3/2020

Securities Industry Essentials Examination

Current Firm

BARE WEALTH ADVISORS

BARE FINANCIAL SERVICES INC. | BARE WEALTH ADVISORS

CRD#: 328043 / SEC#: 801-128789

RIA

Registered Investment Advisory firm - (9/28/2023 Approved)

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Contact information

Main Address

835 Houston Run Drive Suite 260, Gap, PA 17527

Mailing Address

Phone number

(717) 407-5200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	2,283
AUM (Assets Under Management)	$ 509,336,137

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 D. Black

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam David Black's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARE WEALTH ADVISORS

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

BARE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/25/2023

Series 7TO

Date: 6/24/2021

SIE

Date: 9/3/2020

Current Firm

BARE WEALTH ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARE WEALTH ADVISORS

TRUST BUT VERIFY

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