Adam Michael Newman
Investment adviser representative at The Burney Company
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- The Burney CompanyJan 2023 to now
- Bragg Financial Advisors, Inc.Dec 2022 to Jan 2023
- Burney CompanyApr 2017 to Nov 2022
- SFG Wealth PlanningAug 2012 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TN).
The Burney Company
$3.6BAssets managed
1,926Clients
37Advisers
52 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
- 5785551
- Firm CRD
- 106945