Investment adviser representative · Schlindwein Associates LLC
Adam C. Rich
CRD 2952627 · Dallas, TX
At a glance
Adam C. Rich is an investment adviser representative with Schlindwein Associates LLC in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adam’s SEC record dates to 1999, about 27 years ago.
Current advisory firm
- Schlindwein Associates LLCSince November 2013Dallas, TX · $167M in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- None on file
- 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
- 4 firmsLocked
- 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.
More at Schlindwein Associates LLC
- Edgar CortezDallas
- Timothy A. SchlindweinChicago · Chartered Investment Counselor
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