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Adam Michael Newman

Investment Adviser Representative at THE BURNEY COMPANY

Brentwood, TNCRD #5785551Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam Michael Newman has worked in the securities industry since 2012. They are registered to provide investment advisory services in Tennessee.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Tennessee
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/13/2010
Series 65
Uniform Investment Adviser Law Examination
Passed 4/20/2010
Series 7
General Securities Representative Examination
Passed 10/15/2010
Series 24
General Securities Principal Examination
Passed 2/12/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $2,000,0001.25%
$2,000,000 to $5,000,0001.00%
$5,000,000 to $10,000,0000.90%
Over $10,000,0000.75%
Account minimum: $750,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

THE Burney Company Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE BURNEY COMPANYCurrent
1/23/2023Brentwood, TN
BRAGG FINANCIAL ADVISORS INC
12/11/20221/18/2023Charlotte, NC
THE BURNEY COMPANY
4/10/201712/1/2022Reston, VA
SFG INVESTMENT ADVISORS, INC.
8/31/20124/3/2017Doylestown, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
1/10/20114/26/2011Newtown, PA
ROCKWOOD WEALTH MANAGEMENT, LLC
4/29/20108/30/2010New Hope, PA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Michael Newman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Adam Michael Newman - Financial Advisor in Brentwood, TN | AdvisorFinder