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AS

Adam C. Snellbaker

ACS TAX & FINANCIAL ADVISORS PC
POTTSTOWN, PA
Some features on this profile are disabled
CRD#: 8299083
AS
Adam Curtis SnellbakerACS TAX & FINANCIAL ADVISORS PC

Professional summary

Adam Curtis Snellbaker is a registered financial advisor currently at ACS TAX & FINANCIAL ADVISORS PC located in Pottstown, Pennsylvania.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Adam has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Curtis Snellbaker'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

July 29, 2026 - Present

ACS TAX & FINANCIAL ADVISORS PC

RIA
CRD#: 343083
POTTSTOWN, 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
Pennsylvania
(7/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/30/2026
Uniform Investment Adviser Law Examination

Current Firm

AT
ACS TAX & FINANCIAL ADVISORS PC
ACS TAX & FINANCIAL ADVISORS PC | ACS TAX & FINANCIAL ADVISORS, PROFESSIONAL COMPANY

CRD#: 343083 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (7/29/2026 Approved)
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Contact information

Main Address
Pottstown, PA
Mailing Address
Phone number
(610) 570-4654
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

ACS TAX & FINANCIAL ADVISORS PC

CRD#: 343083Pottstown, PA

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