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Tyler Robinson

Adapt Wealth Advisors, LLC

Atlanta, GA

CRD 7320708

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Employer firm

Adapt Wealth Advisors, LLC CRD 329448

$469M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Adapt Wealth Advisors, Llc

6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-03-11
  • GA RA
    APPROVED
    Since 2024-03-11

Branch Locations

6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rangewater Real Estate Atlanta GA 11/2019 10/2020
Georgia Department Of Audits Atlanta GA 06/2017 09/2019
Smith & Howard Atlanta GA 11/2016 04/2017
Unemployed Atlanta GA 09/2012 09/2016
Fuller And Company Atlanta GA 12/2020 02/2024
Adapt Wealth Advisors Atlanta GA 02/2024 Present
  • 11/2019 → 10/2020
    Rangewater Real Estate
    Atlanta, GA
  • 06/2017 → 09/2019
    Georgia Department Of Audits
    Atlanta, GA
  • 11/2016 → 04/2017
    Smith & Howard
    Atlanta, GA
  • 09/2012 → 09/2016
    Unemployed
    Atlanta, GA
  • 12/2020 → 02/2024
    Fuller And Company
    Atlanta, GA
  • 02/2024 → Present
    Adapt Wealth Advisors
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-28
  • S66 Uniform Combined State Law Examination
    2023-01-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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