Adam Scott Radin
Investment adviser representative at Flexible Plan Investments Ltd
15 yearsExperience
2 statesRegistered in
$1.5BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Flexible Plan Investments LtdMay 2026 to now
- Ceros Financial ServicesMay 2025 to now
- LPL Financial LLCOct 2025 to May 2026
- Suncoast Credit UnionOct 2025 to May 2026
- Charles Schwab & Co., Inc.Jul 2023 to Oct 2025
- Charles Schwab Bank SsbJul 2023 to Oct 2025
- Fisher InvestmentsAug 2021 to May 2023
- Pimco Investments LLCFeb 2011 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
Flexible Plan Investments Ltd
$1.5BAssets managed
9,144Clients
5Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4670275
- Firm CRD
- 110762