Brock Adams
Investment adviser representative at Symmetry Partners
12 yearsExperience
2 statesRegistered in
CFADesignation
$4.7BFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Symmetry Partners, LLCNov 2024 to now
- Cairn Insurance GroupOct 2024 to now
- Macroalpha Capital, LLCOct 2025 to Sep 2026
- Morgan StanleyJun 2022 to Aug 2024
- Brigham Young UniversityAug 2021 to Apr 2022
- Portfolio AdvisorsApr 2021 to Jul 2021
- Brigham Young UniversityAug 2020 to Apr 2021
- Cuso Financial Services, L.P.Jan 2020 to Aug 2020
- Boss Retirement Advisors, LLCJan 2019 to Jan 2020
- Bank of America, N.A.Feb 2018 to Jan 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2017 to Jan 2019
- Allegis Wealth AdvisorsMay 2015 to Dec 2016
- Brigham Young UniversityAug 2014 to Jun 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CT, UT).
Symmetry Partners
Legal name: Symmetry Partners, LLC.
$4.7BAssets managed
8,909Clients
21Advisers
24 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
- 6488540
- Firm CRD
- 120982