Investment adviser representative · Symmetry Partners
Brock Adams
CRD 6488540 · Kaysville, UT
At a glance
Brock Adams is an investment adviser representative with Symmetry Partners in Kaysville, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brock’s SEC record dates to 2017, about 9 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Symmetry PartnersSince November 2024Kaysville, UT · $4.7B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brock’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 Symmetry Partners
- Isaac BartholomewLindon
- Kristi BartholomewProvo
- Anthony BeaulieuGlastonbury
- Jessica M. ButlerGlastonbury
- Ryan T. CassidyPflugerville
- Christopher CodeanneGlastonbury
- Cole D. ConnellyGlastonbury
- David E. Connelly Jr.Glastonbury
Every advisor at Symmetry Partners →Symmetry Partners: assets, clients and custodians →Financial advisors in Kaysville, UT →Advisor Moves: who changed firms this week →