Corey J. Adams

COREY ADAMS WEALTH MANAGEMENT LLC

TAMPA, FL

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CRD#: 7325920

Professional summary

Corey James Adams, CFP®, who also goes by Corey James Adams, is a registered financial advisor currently at COREY ADAMS WEALTH MANAGEMENT LLC located in Tampa, Florida.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Corey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corey James Adams

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.

Corey Adams, P.A.; Tampa, FL; not investment related; Founder since 08/2022; Tax Prep and Bookkeeping; 10 hrs/mo Kerkering, Barberio & Co.; Tampa, FL; not investment related; Tax Manager since 01/2024; Tax Prep; 150 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey James Adams'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

Experience

Current

January 10, 2025 - Present

COREY ADAMS WEALTH MANAGEMENT LLC

RIA

CRD#: 334036

TAMPA, FL

Past

February 4, 2021 - January 3, 2022

REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC.

RIA

CRD#: 121150

TAMPA, 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
(1/10/2025)

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: 1/4/2021

Uniform Investment Adviser Law Examination

Current Firm

COREY ADAMS WEALTH MANAGEMENT LLC

CRD#: 334036 / SEC#:

Florida

Registered Investment Advisory firm - (1/10/2025 Approved)

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Contact information

Main Address

Tampa, FL

Mailing Address

Phone number

(813) 461-5397

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Corey J. Adams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey James Adams's CRS (Customer Relationship Summary).

Certified licenses

Experience

COREY ADAMS WEALTH MANAGEMENT LLC

REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2021

Current Firm

COREY ADAMS WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

COREY ADAMS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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