Investment adviser representative · Cx Institutional, LLC
Adam B. Spence
CRD 4569706 · Auburn, IN
At a glance
Adam B. Spence is an investment adviser representative with Cx Institutional, LLC in Auburn, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adam’s SEC record dates to 2005, about 21 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Cx Institutional, LLCSince October 2018Auburn, IN · $4.5B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- 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
- 3 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
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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.