Adam Lee Rainey
Investment adviser representative at Strategic Asset Management LLC.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$218.3MFirm 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
10 years in the industry.
- Strategic Asset Management LLC.Mar 2024 to now
- Star Capital Inc.Oct 2016 to now
- Peak Brokerage Services, LLCSep 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
Strategic Asset Management LLC.
$218.3MAssets managed
231Clients
11Advisers
5 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
- 6232758
- Firm CRD
- 306384