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President/chief Compliance Officer · BNA Wealth

Adam Eric Mr. Ackerman

CRD 6447420 · Named on Form ADV at one SEC-registered adviser

At a glance

BNA Wealth, an SEC-registered wealth manager based in Rock Hill, SC with $620 million in regulatory assets, lists Adam Eric Mr. Ackerman on its Form ADV as President/chief Compliance Officer, a control person.

Firms and roles

  • BNA WealthPresident/chief Compliance OfficerWealth manager · Rock Hill, SC · $620M in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.