Investment adviser representative · Iams Wealth Management, LLC
Adam B. Clements
CRD 6521800 · Greenville, SC
At a glance
Adam B. Clements is an investment adviser representative with Iams Wealth Management, LLC in Greenville, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adam’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Iams Wealth Management, LLCSince February 2017Greenville, SC · $397M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Adam’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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