Adam Landon Easley

Employer firm

Live Oak Private Wealth, LLC CRD 297904

$1.32B regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2023 → Present
  Live Oak Private Wealth
  Wilmington, NC
• 05/2023 → 08/2023
  Live Oak Bank
  Wilmington, NC
• 08/2019 → 05/2023
  University Of North Carolina Wilmington
  Wilmington, NC
• 08/2015 → 06/2019
  Raleigh Charter High School
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-10