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Adam Scott Radin

Investment Adviser Representative at FLEXIBLE PLAN INVESTMENTS LTD

Clearwater, FLCRD #4670275Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
2 states
Exams Passed
5

Professional summary

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

Adam Scott Radin has worked in the securities industry since 2004. They are registered to provide investment advisory services in Florida and Michigan.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaMichigan
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/11/2021
Series 66
Uniform Combined State Law Examination
Passed 8/14/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 5/3/2004
Series 7
General Securities Representative Examination
Passed 8/6/2003

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
First $100,000 (Single Fee Rate Structure 2003-2018)2.60%
Next $400,000 (Single Fee Rate Structure 2003-2018)1.80%
$500,001 to $1,000,000 (Single Fee Rate Structure 2003-2018)1.50%
Over $1,000,000 (Single Fee Rate Structure 2003-2018)1.00%
First $500,000 (FFS pre-Jan 18 2018)2.60%
$500,001 to $999,999 (FFS pre-Jan 18 2018)2.35%
$1,000,000 and up (FFS pre-Jan 18 2018)2.10%
Account minimum: $5,000

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

Source

Flexible PLAN Investments Ltd Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FLEXIBLE PLAN INVESTMENTS LTDCurrent
5/15/2026Clearwater, FL
LPL FINANCIAL LLC
11/12/20254/22/2026St Petersburg, FL
CHARLES SCHWAB & CO., INC.
7/27/20238/7/2025Trinity, FL
FISHER INVESTMENTS
8/20/20215/23/2023Odessa, FL
MORGAN STANLEY & CO. INCORPORATED
4/2/200710/16/2008Bethesda, MD
MORGAN STANLEY
10/7/20034/2/2007Bethesda, MD

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 Scott Radin 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.

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