Brian Michael Adamson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 06/2019
  Wyndham Destinations (Wvo)
  Orlando, FL
• 08/2018 → Present
  Raymond James Financial Services, Inc.
  Orlando, FL
• 07/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Orlando, FL
• 08/2018 → 12/2023
  Alpha Investors, Llc
  Longwood, FL
• 11/2023 → Present
  Sullivan Adamson Financial Llc
  Winter Springs, FL

Other Businesses

(1)Name of Business: Sullivan Adamson Financial LLC Address: 1161 E WINGED FOOT CIR, WINTER SPRINGS, FL, 32708, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Conduct operations for our Raymond James independent branch, including: payroll functions and payments for operating expenses, i.e. rent, utilities, etc.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-25
• S63 Uniform Securities Agent State Law Examination
  2005-12-23

Other Names

• Brian M. Adamson