Unclaimed Profile

Adam Eric Mr. Ackerman

BNA WEALTH, INC.·ROCK HILL, South Carolina

SIE, Series 7, Series 24, Series 27, Series 63, Series 65CFPClean record11 years registeredBNA WEALTH, INC.

596 HERRONS FERRY ROAD, ROCK HILL, SC 29730CRD# 6447420Firm CRD# 39326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Eric Mr. Ackerman · ROCK HILL, SC

Registration

CRD #6447420 · BNA WEALTH, INC. · 11 years registered

Brand Profile

Not yet started

Career History

WEALTH RABBIT

Aug 2024 – present

BNA WEALTH

Oct 2016 – present

EDWARD JONES

Jul 2015 – Sep 2016

CHARLOTTE, NC

CONSOLIDATED INVESTMENT ADVISORS

Apr 2015 – Jul 2015

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · April 8, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BNA WEALTH, INC.

CRD 39326 · SEC 801-48984

AUM

$375M

Regulatory assets under management

Employees

424 client accounts

Services offered by BNA WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BNA WEALTH, INC. →

Introduction

Speak with Adam Eric Mr.

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam Eric Mr. is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCK HILL?

Browse all registered financial advisors in ROCK HILL, South Carolina or claim this profile if it's yours.

Browse ROCK HILL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Adam Eric Mr. Ackerman offer?

Adam Eric Mr. Ackerman specializes in Financial Planning, Investment Management. Contact their office in ROCK HILL, South Carolina for a consultation.

What are Adam Eric Mr. Ackerman's credentials?

Adam Eric Mr. Ackerman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Eric Mr. Ackerman located?

Adam Eric Mr. Ackerman is based in ROCK HILL, South Carolina, working with BNA WEALTH, INC.. Their office serves clients in the ROCK HILL metropolitan area and surrounding communities.

How does Adam Eric Mr. Ackerman charge for services?

Adam Eric Mr. Ackerman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BNA WEALTH, INC.?

BNA WEALTH, INC. has approximately 5 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →