Tyler Robinson

ADAPT WEALTH ADVISORS

Atlanta, GA 30328

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CRD#: 7320708

Professional summary

Tyler Robinson is a registered financial advisor currently at ADAPT WEALTH ADVISORS, LLC located in Atlanta, Georgia.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tyler 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.

1) CIRA, ADDRESS, 1776 Pleasant Plain Road, Fairfield IA 52556, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2) FULLER & COMPANY, 5909-D PEACHTREE DUNWOODY RD, ATLANTA GA 30342, 12/21/2020, W2 Employee, Tax Services, NIR, 0 HR/MO - 0 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Robinson'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

March 11, 2024 - Present

ADAPT WEALTH ADVISORS, LLC

Office #1: 6285 Barfield Rd. Suite 250, Atlanta, GA 30328

RIA

CRD#: 329448

Atlanta, GA

Past

February 3, 2023 - February 12, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Atlanta, GA

Past

September 26, 2022 - February 12, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ATLANTA, GA

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".

ADAPT WEALTH ADVISORS, LLC

ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS

CRD#: 329448 / SEC#: 801-129358

RIA

Registered Investment Advisory firm - (2/7/2024 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

Georgia
(3/11/2024)

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: 1/28/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/24/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/4/2022

Securities Industry Essentials Examination

Current Firm

ADAPT WEALTH ADVISORS, LLC

ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS

CRD#: 329448 / SEC#: 801-129358

RIA

Registered Investment Advisory firm - (2/7/2024 Approved)

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Contact information

Main Address

6285 Barfield Rd. Suite 250, Atlanta, GA 30328

Mailing Address

Phone number

(404) 594-5559

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAPT WEALTH ADVISORS ADV PART 2A 02-06-2025 (2/6/2025)

Regulatory assets under management

Total Number of Accounts	1,122
AUM (Assets Under Management)	$ 327,765,997

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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Tyler Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADAPT WEALTH ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

ADAPT WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2023

Series 7TO

Date: 9/24/2022

SIE

Date: 6/4/2022

Current Firm

ADAPT WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAPT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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