AdvisorOS Directory
Claim Profile
Unclaimed Profile
AA

Adam Eric Mr. Ackerman

BNA WEALTH, INC.·ROCK HILL, South Carolina
BNA 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.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Adam Eric Mr. Ackerman is a registered financial advisor based in ROCK HILL, South Carolina, affiliated with BNA WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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 →

03

Firm Overview

Firm
BNA WEALTH, INC.
BNA WEALTH
AUM
$375M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BNA WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6447420
Firm CRD# 39326
View on FINRA BrokerCheck →

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 AdvisorsAre you this advisor? Claim profile
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 →

Other Advisors at BNA WEALTH, INC.

Lawrence David Vitez
ROCK HILL, SC

More Advisors in ROCK HILL, South Carolina

Meredith Lee Strosser
CORE COMPLIANCE GROUP, LLC·ROCK HILL, SC
Jr Larry Montague
BURKETT FINANCIAL SERVICES, LLC·ROCK HILL, SC
Harvey Charlie Heise
BURKETT FINANCIAL SERVICES, LLC·ROCK HILL, SC
Kendall James Anderson
ANDERSON GRIGGS & COMPANY, INC.·ROCK HILL, SC
Marsha Garvin Lephew
LEPHEW FINANCIAL SERVICES, INC.·ROCK HILL, SC
William Merritt King
CORE COMPLIANCE GROUP, LLC·ROCK HILL, SC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)MT. PLEASANT (22)RIDGELAND (12)SPARTANBURG (10)WEST COLUMBIA (9)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Request removal of this profile